Joshua D. Henry

MERIDIAN FINANCIAL ADVISORY LLC

Murrells Inlet, SC

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CRD#: 6794198

Professional summary

Joshua David Henry, CFP®, CIMA®, who also goes by Joshua Henry, is a registered financial advisor currently at MERIDIAN FINANCIAL ADVISORY LLC located in Murrells Inlet, South Carolina.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Henry

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Henry'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®

CFP^®

Certified Financial Planner

Start date: 2020

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 5, 2017 - Present

MERIDIAN FINANCIAL ADVISORY LLC

RIA

CRD#: 288510

Murrells Inlet, SC

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

Massachusetts
(8/3/2022)

IAR

South Carolina
(7/5/2017)

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 65

Date: 3/13/2017

Uniform Investment Adviser Law Examination

Current Firm

MERIDIAN FINANCIAL ADVISORY LLC

CRD#: 288510 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/3/2022 Approved)

South Carolina

Registered Investment Advisory firm - (7/5/2017 Approved)

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Contact information

Main Address

Murrells Inlet, SC

Mailing Address

Phone number

(843) 212-6828

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 9,688,000

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.

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Joshua D. Henry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Henry's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN FINANCIAL ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2017

Current Firm

MERIDIAN FINANCIAL ADVISORY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MERIDIAN FINANCIAL ADVISORY LLC

TRUST BUT VERIFY

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