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Peter Sutton McFarland

Meridian Wealth Management, LLC

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About Peter Sutton McFarland

Peter McFarland is an Investment Advisor Representative at Meridian Wealth Management, LLC in Lexington, KY. Peter McFarland has over 20 years of experience in the financial services industry. Peter McFarland is registered to provide investment advice in 21 states and is also a registered representative.

Firm Information

Peter McFarland 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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Peter McFarland’s Registration & Firm History

KY

02/23/2023 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

KY

01/05/2012 - 03/06/2023

UBS FINANCIAL SERVICES INC. (LEXINGTON KY)

KY

12/02/2002 - 01/06/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (LEXINGTON KY)

LA

12/04/1998 - 12/05/2002

LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)

MN

02/21/1997 - 10/30/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/21/1997 - 10/30/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Peter Sutton McFarland. Review regulatory record here.
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