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Marsha Lynn Baldinger

Meridian Wealth Management, LLC

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About Marsha Lynn Baldinger

Marsha Baldinger is an investment advisor representative with Meridian Wealth Management, LLC and has been with the firm since January 2014. Marsha is a Certified Financial Planner and specializes in financial planning, selection of other advisors, and portfolio management for individuals. Marsha has over 20 years of experience in the financial services industry. Prior to joining Meridian Wealth Management, LLC, Marsha was a registered representative with LPL Financial LLC from March 1999 to October 2011.

Firm Information

Marsha Baldinger is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is an investment advisor registered with the state of Washington. The firm has 1 Investment Adviser Representative and manages approximately $4,382,345 in regulatory assets under management for 24 clients. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals. They also offer selection of other advisers. The firm does not have a wrap fee program.

$4.38M

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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financial planning services

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

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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 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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Marsha Baldinger’s Registration & Firm History

FL

02/11/2014 - Present

Meridian Wealth Management, LLC (JUPITER FL)

NJ

03/08/1999 - 10/26/2011

LPL FINANCIAL LLC (GREENBROOK NJ)

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Licenses & Designations

BC

Issued 07/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/22/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marsha Lynn Baldinger.
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