Lynne A. Witmer

MERIDIAN WEALTH MANAGEMENT

Upland, CA 91786

Some features on this profile are disabled

CRD#: 4665577

Professional summary

Lynne Ann Witmer, who also goes by Lynne A Witmer, Lynne Witmer, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Upland, California.

Lynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Lynne has worked at 9 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lynne A Witmer | Lynne Witmer

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.

1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 20 HOURS/MONTH AND 10 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONSULTING AND SELLING ANNUITIES & LIFE INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynne Ann Witmer'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

May 3, 2022 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 400 N Mountain Avenue, Suite 202, Upland, CA 91786

RIA

CRD#: 151523

Upland, CA

Past

January 5, 2015 - January 22, 2015

ONE WEALTH MAP, LLC

RIA

CRD#: 171750

LAS VEGAS, NV

Past

June 30, 2014 - May 16, 2022

SOUTHPORT CAPITAL

RIA

CRD#: 113364

Los Angeles, CA

Past

October 3, 2013 - December 11, 2014

INTEGRATED ASSET MANAGEMENT, LLC

RIA

CRD#: 118889

LOS ANGELES, CA

Past

May 21, 2012 - September 19, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

RESEDA, CA

Past

June 11, 2009 - October 11, 2010

WORLD GROUP SECURITIES, INC.

CRD#: 114473

BURBANK, CA

Past

January 10, 2007 - May 4, 2009

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

STATE COLLEGE, PA

Past

October 23, 2006 - May 4, 2009

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

STATE COLLEGE, PA

Past

July 13, 2004 - October 23, 2006

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

January 1, 2004 - June 21, 2004

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

BELLEFONTE, PA

Past

January 1, 2004 - June 21, 2004

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

November 5, 2003 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

BELLEFONTE, PA

Past

August 12, 2003 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

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".

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

California
(5/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/3/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/2003

General Securities Representative Examination

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (47 States and Territories)

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 Accounts	8,802
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.

Similar Advisors

Raymond Prospero

MARINER INDEPENDENT

IAR

Riverside, CA

Gabriel Shahin

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Christopher Carreon

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lynne A. Witmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynne Ann Witmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE WEALTH MAP, LLC

SOUTHPORT CAPITAL

INTEGRATED ASSET MANAGEMENT, LLC

NYLIFE SECURITIES LLC

WORLD GROUP SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

TRANSAMERICA CAPITAL, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/3/2003

Series 7

Date: 8/11/2003

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors