BC
Barry D. Cooper
MERIDIAN WEALTH MANAGEMENT
Lexington, KY 40507
Some features on this profile are disabled
CRD#: 6293790
BC
Professional summary
Barry D Cooper is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Lexington, Kentucky.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Barry has worked at 1 firm and has passed the Series 65 exam.
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 INSURANCE LLC; LEXINGTON/KY; 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: ADVISING ON THE REVIEW AND SALE OF INVESTMENT PRODUCTS FOR CLIENTS 2. COUCH HOLDINGS II, LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 04/2018; REAL ESTATE INVESTMENT IN A CLOSELY HELD COMPANY; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: MANAGING AND REVIEWING INVESTMENTS IN CLOSELY HELD BUSINESSES 3. KENTUCKY ALPHA PRISON MINISTRIES, INC.; LEXINGTON, KY; BOARD MEMBER; START DATE: 03/2021; MINISTRY DEDICATED TO THE TEACHINGS OF JESUS CHRIST AND MENTORING INMATES, PROVIDING OPPORTUNITIES FOR ASSIMILATION BACK INTO SOCIETY THROUGH THE FUNDING OF SCHOOLING, JOB PLACEMENT ASSISTANCE, RENT ASSISTANCE, AND FOOD ASSISTANCE; NON-INVESTMENT RELATED; DEVOTE ABOUT 7 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL BOARD MEMBER DUTIES, AS WELL AS VOTING ON ALL DISBURSEMENT REQUESTS TO ENSURE MONIES ARE USED FOR THE EXPRESS PURPOSES OF THE MINISTRY'S MISSION 4. COOPER MILLER LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 05/2021; PERSONAL INVESTMENT; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE 5. COOPER BEARING LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 02/2015; FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES
CRS (Client Relationship Summary) - RIA
Click below to view Barry D Cooper'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
February 7, 2014 - Present
MERIDIAN WEALTH MANAGEMENT, LLC
Office #1: 100 W Main Street Suite 450, Lexington, KY 40507RIA
CRD#: 151523
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
Kentucky(2/7/2014)
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 Barry Cooper
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
