Lanny C. Barbee
Professional summary
Lanny Carroll Barbee is a registered financial advisor currently at MERIDIAN INVESTMENT MANAGEMENT, INC. located in Katy, Texas.
Lanny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Lanny has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lanny Carroll Barbee's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2004 - Present
MERIDIAN INVESTMENT MANAGEMENT, INC.
January 21, 2003 - June 20, 2003
LIGHTHOUSE CAPITAL MANAGEMENT INC
October 4, 2001 - June 16, 2003
QUASAR DISTRIBUTORS, LLC
June 10, 1996 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
December 23, 1986 - September 13, 1994
ADVANTAGE CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2004)
Exams
Current Firm
MERIDIAN INVESTMENT MANAGEMENT, INC.
CRD#: 129233 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 9,118,219 |
Red Flags
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