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Mason David Stockham

Meridian Wealth Management, LLC

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About Mason David Stockham

Mason Stockham is an investment advisor representative at Meridian Wealth Management, LLC in Lexington, Kentucky. Mason is licensed in Kentucky. Mason has been with the firm since June 2022. Mason also worked with the firm since March 2021. Mason has a Series 65 license. Mason has experience working with clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Mason specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Mason Stockham 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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Mason Stockham’s Registration & Firm History

KY

05/06/2023 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

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Licenses & Designations

IA

Issued 05/06/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mason David Stockham.
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