Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Couch is a registered Investment Advisor Representative with Meridian Wealth Management, LLC. Gregory is a highly experienced financial professional, having been in the industry for over 15 years. Gregory has held various positions at several firms throughout his career, including Summit Brokerage Services, Inc., Spire Securities, LLC and Private Client Services, LLC. Currently, Gregory is a partner at Meridian Wealth Management, LLC and is licensed to conduct business in Kentucky, California, and Florida. In addition to his financial services, Gregory is also active in the community as a board member for several organizations.
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
11/06/2009 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
KY
03/03/2014 - 02/18/2015
SUMMIT BROKERAGE SERVICES, INC. (LEXINGTON KY)
KY
01/05/2012 - 03/18/2014
SPIRE SECURITIES, LLC (LEXINGTON KY)
KY
12/16/2009 - 11/30/2011
PRIVATE CLIENT SERVICES, LLC (LEXINGTON KY)
KY
03/23/2005 - 11/06/2009
MORGAN KEEGAN & COMPANY, INC. (LEXINGTON KY)
BOTH
Issued 04/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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