Marc H. 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.
Marc Halan Baldinger was a registered financial advisor .
Marc is a previously registered financial advisor and started their career in finance in 1989. Marc had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 8, 2014 - May 18, 2015
MERIDIAN WEALTH MANAGEMENT, LLC
September 11, 2001 - December 13, 2012
LPL FINANCIAL LLC
September 11, 2001 - December 13, 2012
LPL FINANCIAL LLC
November 19, 1996 - September 12, 2001
FISERV INVESTOR SERVICES, INC.
April 21, 1995 - December 16, 1996
LPL FINANCIAL LLC
January 4, 1994 - April 26, 1995
IDS LIFE INSURANCE COMPANY
January 4, 1994 - April 26, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
May 8, 1992 - October 5, 1993
VANGUARD CAPITAL
August 22, 1989 - January 10, 1992
PRUDENTIAL EQUITY GROUP, 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
Current 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
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