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Lanny Carroll Barbee

Meridian Investment Management, Inc.

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About Lanny Carroll Barbee

Lanny Barbee is an investment advisor representative with Meridian Investment Management, Inc. Lanny is a Chartered Financial Analyst. Lanny Barbee has been in the industry since December 1986. Lanny has been with Meridian Investment Management, Inc. since June 2003. Lanny holds the Series 7 and Series 63 licenses. Lanny has 17 clients with approximately $7,604,124 in assets under management. Lanny's specialties include portfolio management for individuals. In addition to working as an investment advisor representative, Lanny is also a tax preparer.

Firm Information

Lanny Barbee is currently registered with Meridian Investment Management, Inc.. Meridian Investment Management, Inc. is an investment advisor that provides portfolio management for individuals. The firm manages approximately $7.6 million in assets for 17 clients, including 6 high-net-worth individuals and 1 individual other than high-net-worth.

$7.60M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lanny Barbee’s Registration & Firm History

TX

01/01/2004 - Present

Meridian Investment Management, Inc. (KATY TX)

ME

10/04/2001 - 06/16/2003

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

06/10/1996 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

GA

12/23/1986 - 09/13/1994

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

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Licenses & Designations

BC

Issued 01/07/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lanny Carroll Barbee.
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