GC
Gregory W. Couch
MERIDIAN WEALTH MANAGEMENT
Lexington, KY 40507
Some features on this profile are disabled
CRD#: 4910345
GC
Professional summary
Gregory Wayne Couch is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lexington, Kentucky.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gregory has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
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.
1. MERIDIAN WEALTH MANAGEMENT WEST, LLC; TUCSON/AZ; PARTNER, MANAGING MEMBER; START DATE: 01/2020; A SUBSIDIARY OF MERIDIAN WEALTH MANAGEMENT, LLC FOR TUCSON OFFICE; INVESTMENT RELATED; DEVOTE ABOUT 12 HOURS/MONTH AND 2 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 2. MERIDIAN INSURANCE LLC; LEXINGTON/KY; PRINCIPAL, MANAGING MEMBER, INSURANCE PRODUCER; START DATE: 08/2018; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 5 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: OVERSEEING LIFE INSURANCE, LONG TERM CARE, DISABILITY, AND FIXED ANNUITY BUSINESS 3. COUCH HOLDINGS, LLC; LEXINGTON/KY; MANAGING MEMBER; 06/2013; FAMILY INVESTMENTS, REAL ESTATE; NON-INVESTMENT RELATED; DEVOTE ABOUT 3 HOURS/MONTH AND 3 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 4. THE ARH FOUNDATION FOR HEALTHIER COMMUNITIES, INC.; LEXINGTON/KY; BOARD MEMBER; START DATE: 05/2013; FUNDRAISING ARM OF THE NOT-FOR-PROFIT APPALACHIAN REGIONAL HEALTHCARE SYSTEM; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOARD MEETINGS 5. APPALACHIAN REGIONAL HEALTHCARE, INC.; LEXINGTON/KY; SECRETARY/TREASURER BOARD OF TRUSTEES; START DATE: 01/2015; NOT-FOR-PROFIT HEALTH SYSTEM; NON-INVESTMENT RELATED; DEVOTE ABOUT 2 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOARD MEETINGS 6. APPHARVEST, INC.; MOREHEAD/KY; BOARD MEMBER; START DATE: 02/2018; AGRICULTURAL COOPERATIVE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1-2 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: BOARD MEETINGS 7. LEXINGTON AVIATION PARTNERS, LLC; LEXINGTON/KY; ORGANIZER, MANAGING MEMBER; START DATE: 11/2020; PRIVATE PLANE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 8. COUCH AVIATION HOLDINGS, LLC; LEXINGTON/KY; ORGANIZER, MANAGING MEMBER; START DATE: 08/2020; PRIVATE PLANE; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL MANAGERIAL RESPONSIBILITIES 9. ShOWDOWN LEX LEXINGTON, KY, MANAGER/INVESTOR 9.2022 NON INVESTMENT RELATED, 0 HOURS PER MONTH 10. AGAVE INVESTMENT LLC LEXINGTON, KY MEMBER 9.2022 GENERAL MANAGERIAL DUTIES NON-INVESTMENT RELATED 4 HOURS PER MONTH 11. KENTUCKY BOURBON PARTNERS LLC LEXINGTON, KY ORGANIZER 9.2022 NON-INVESTMENT RELATED GENERAL MANAGERIAL 1.5 HOURS PER MONTH 12. LIMESTONE FARMS A DISTILLERY, LEXINGTON, KY MEMBER/INVESTOR 9.2022 NON-INVESTMENT RELATED 1.5 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Wayne Couch's 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®
NoneExperience
Current
November 6, 2009 - Present
MERIDIAN WEALTH MANAGEMENT, LLC
Office #1: 100 W Main Street Suite 450, Lexington, KY 40507RIA
CRD#: 151523
Lexington, KY
Past
March 3, 2014 - February 18, 2015
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
LEXINGTON, KY
Past
January 5, 2012 - March 18, 2014
SPIRE SECURITIES, LLC
BD
CRD#: 144131
LEXINGTON, KY
Past
December 16, 2009 - November 30, 2011
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
LEXINGTON, KY
Past
April 28, 2005 - November 6, 2009
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
LEXINGTON, KY
Past
March 23, 2005 - November 6, 2009
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
LEXINGTON, 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".
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
California(3/27/2023)
IAR
Florida(4/6/2023)
IAR
Kentucky(11/6/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)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
64
SEC notice filing (47 States and Territories)
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.
Company Information
MERIDIAN WEALTH MANAGEMENT, LLC
CRD#: 151523Lexington, KY 40507TRUST BUT VERIFY
Monitor Gregory Couch
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
