Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Powell is an Investment Advisor Representative registered with the state of Kentucky. He is associated with Meridian Wealth Management, LLC, located in Lexington, KY. William has been active in the financial industry since 2014. William holds a Series 65 license and specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
05/17/2024 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
IA
Issued 05/17/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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