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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glen Dowell is a financial advisor with Meridian Wealth Management, LLC. David has been in the industry for over 20 years. He is a registered Investment Advisor Representative in Kentucky. David has been with Meridian Wealth Management, LLC since 2020. Prior to that, he was with APW Capital, Inc. and Winebrenner Capital Partners, LLC. David holds a Series 3, 7, 8, 63, and 65 licenses and the SIE exam. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. David is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
10/06/2020 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
08/25/2006 - 04/19/2023
APW CAPITAL, INC. (Lexington KY)
KY
07/14/2004 - 09/30/2005
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
NJ
08/14/2000 - 07/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/23/1989 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
07/22/1982 - 07/05/1989
J.J.B. HILLIARD, W.L. LYONS, INC.
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1991
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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