Joshua
Galatzan
Meridian Wealth Advisors, LLC
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About this Advisor
Joshua Galatzan is a financial advisor operating out of Austin, Texas with a total of 7 years of relevant experience. Galatzan is an advisor for Meridian Wealth Advisors, LLC. Their career trajectory has included roles at Raymond James & Associate, Inc and Meridian Wealth Advisors, LLC. Galatzan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Meridian Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Austin, TX. It manages $1 billion in assets under management between its 1,298 accounts, making it one of the larger firms in the country by assets under management. The firm serves six charitable organizations. Of its 1,298 client accounts, 66% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which service is offered. However, fee types billed by Meridian Wealth Advisors, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meridian Wealth Advisors, LLC Brokerage Details
$1,061,409,432
11
1,298
$817,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joshua Galatzan Work History
Joshua has been registered as a financial advisor for 7 years.*
Meridian Wealth Advisors, LLC
Meridian Wealth Advisors, LLC
Raymond James & Associate, Inc
Raymond James & Associate, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Galatzan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meridian Wealth Advisors, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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