linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shawn Anthony Best

Meridian Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shawn? Claim Your Profile

About Shawn Anthony Best

Shawn Anthony Best is a financial advisor with over 13 years of experience in the industry. Shawn is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6 and Series 63 licenses. Shawn currently works at Meridian Wealth Management, LLC. Shawn has previously worked at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Chase Investment Services Corp., Goldman Sachs, Stoker Ostler Wealth Advisers, and TCI Wealth Advisors, Inc.. Shawn's current registrations are in Arizona, Minnesota, and Washington. Shawn offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Shawn Best 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shawn Best’s Registration & Firm History

KY

09/28/2023 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

AZ

05/16/2013 - 05/23/2013

BBVA SECURITIES INC. (GREEN VALLEY AZ)

AZ

12/20/2012 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (GREEN VALLEY AZ)

AZ

08/26/2009 - 06/03/2011

CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)

Not sure if Shawn Anthony Best is right for you?

Licenses & Designations

BC

Issued 09/11/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Anthony Best.
Not sure if Shawn Anthony Best is right for you?