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MK

Mark K. Kebodeaux

MERIDIAN WEALTH MANAGEMENT
MANDEVILLE, LA 70448
Some features on this profile are disabled
CRD#: 1608187
MK

Professional summary

Mark Keith Kebodeaux is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Mandeville, Louisiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Mark has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FIRST FIN'L CAPITAL CORP.~11811 NORTH FREEWAY SUITE 900, HOUSTON, TX 77060~RECEIVE RENEWAL COMMISSIONS~N~RETIRED EMPLOYEE~1/1989~0 HRS/MO~0 TRADING HRS/MO|ALLIANZ LIFE INS CO OF NORTH AMERICA|AMER HERITAGE LIFE INS CO|AMER UNITED LIFE INS CO|AMERITAS LIFE INS CORP|COLONIAL LIFE & ACCIDENT INS CO|FIDELITY SECURITY LIFE|INTEGRITY LIFE INS CO|KANAWHA INS CO|LIFE INS CO OF THE SOUTHWEST|LINCOLN NAT'L LIFE INS CO|RELIASTAR LIFE INS CO|SUN LIFE ASSURANCE CO OF CANADA (US)|THE|TRANSAMERICA LIFE INS CO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Keith Kebodeaux's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 10, 2023 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 2090 Woodrow Street, Mandeville, LA 70448
RIA
CRD#: 151523
MANDEVILLE, LA
Past

March 15, 2023 - May 22, 2023

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

RIA
CRD#: 13642
COVINGTON, LA
Past

February 7, 2023 - May 22, 2023

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

BD
CRD#: 13642
COVINGTON, LA
Past

November 27, 2013 - February 1, 2019

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

RIA
CRD#: 13642
HOUSTON, TX
Past

November 27, 2013 - February 1, 2019

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

BD
CRD#: 13642
HOUSTON, TX
Past

November 5, 2012 - November 25, 2013

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
METAIRIE, LA
Past

October 15, 2012 - November 25, 2013

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
METAIRIE, LA
Past

July 12, 2010 - October 8, 2012

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

RIA
CRD#: 13642
COVINGTON, LA
Past

July 20, 1994 - November 25, 1998

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

January 17, 1989 - October 8, 2012

FIRST FINANCIAL SECURITIES OF AMERICA, INC.

BD
CRD#: 13642
COVINGTON, LA
Past

July 29, 1987 - January 24, 1989

AMERICAN FIDELITY SECURITIES, INC.

BD
CRD#: 11852

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(10/10/2023)
IAR
Texas
(10/10/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 4/6/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/15/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/7/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/7/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/27/1987
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/25/1994
General Securities Principal Examination

Current Firm

MW
MERIDIAN WEALTH MANAGEMENT, LLC
MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA
Registered Investment Advisory firm - (10/14/2009 Approved)
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Contact information

Main Address
100 W Main Street Suite 450, Lexington, KY 40507
Mailing Address
Phone number
(859) 543-4516
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts8,802
AUM (Assets Under Management)$ 3,885,527,411

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

CRD#: 151523Mandeville, LA 70448

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