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Lauren Ashely Hazard

Meridian Wealth Management, LLC

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About Lauren Ashely Hazard

Lauren Hazard is a financial advisor with Meridian Wealth Management, LLC. Lauren has been working in the financial services industry for over ten years. Lauren has a Series 7 and Series 66 license and is registered to provide investment advice in Kentucky. Prior to joining Meridian Wealth Management, LLC Lauren was employed with UBS Financial Services Inc. Lauren holds a SIE license and has experience providing financial advice to individuals and corporations.

Firm Information

Lauren Hazard is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lauren Hazard’s Registration & Firm History

KY

02/24/2023 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

KY

03/25/2013 - 03/06/2023

UBS FINANCIAL SERVICES INC. (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 05/21/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Ashely Hazard.
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