Marsha L. Baldinger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Marsha Lynn Baldinger, CFP®, who also goes by Marsha Baldinger Knight, was a registered financial professional .
Marsha is a previously registered financial professional and started their career in finance in 1999. Marsha had worked at 3 firms and has passed the Series 63, Series 7, Series 6 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1987
Experience
January 31, 2014 - April 7, 2025
MERIDIAN WEALTH MANAGEMENT, LLC
September 15, 2011 - May 13, 2014
RRBB ASSET MANAGEMENT, LLC
May 21, 2002 - October 26, 2011
LPL FINANCIAL LLC
March 8, 1999 - October 26, 2011
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 12/22/1995
Non-Member General Securities ExaminationCurrent Firm
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 168748 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 4,382,345 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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