Meridian Financial Advisory LLC
Meridian Financial Advisory LLC (CRD# 288510) is a financial advisory firm headquartered in , . They manage $7,259,000 in 32 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management7MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$226,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, SC
Joshua Henry (CRD# 6794198) is an Investment Advisor Representative working at Meridian Financial Advisory LLC in Murrells Inlet, SC and has over 2 years of experience in the finance industry and many others working in corporate finance.
Mr. Henry is also the founder and Managing Principal of Meridian Financial Advisory.
Mr. Henry earned a Bachelor of Arts degree in Political Science from Cedarville University and a Master of Business Administration degree with a concentration in Corporate Finance from Salve Regina University. The courses for the Corporate Finance concentration were taken from the Kelley School of Business at Indiana University and credits transferred to Salve Regina University.