Manita
Moran
Meridian Wealth Management, LLC
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About this Advisor
Manita Moran is a certified financial planner working in Allen, Texas with a total of 1 year of relevant experience. Moran is currently employed by Meridian Wealth Management, LLC. Their career trajectory has included roles at Moka Tx LLC, Wealth Management Grp, Southport Capital and Meridian Wealth Management, LLC. Moran has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Texas. Meridian Wealth Management, LLC is an advisory business that has its headquarters in Lexington, KY. The firm has offices in six locations and a total of 37 employees. It administers $2 billion in total assets across its 5,930 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 5,930 accounts, just 12% belong to high-net-worth individuals who have more than $1 million in investable assets. Meridian Wealth Management, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on the services offered. However, fee types billed by Meridian Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meridian Wealth Management, LLC Brokerage Details
$2,065,789,407
37
5,930
$348,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Manita Moran Work History
Manita has been registered as a financial advisor for 1 years.*
Meridian Wealth Management, LLC
Moka Tx LLC
Southport Capital
Wealth Management Grp
*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 Manita Moran 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 Management, LLC
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
