Christopher Reagan
Christopher Reagan is a registered investment advisor at Meridian Wealth Management, LLC, based in Palm Gardens, FL, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,961 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meridian Wealth Management charges an annual fee based on a percentage of the value of your investments. The fee ranges from 0.0% to 2.0%. The exact fee is negotiable and depends on the complexity of the account, the level of service, and other factors. Fees are calculated and billed either monthly or quarterly, either in advance or in arrears. Meridian may waive or offset fees related to cash balance accounts.
Location
3835 PGA Blvd. Suite 205, Palm Gardens, FL, 33410
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Regulatory History (1)
Regulatory
August 2022Other Business ActivitiesSells Insurance
Christopher is an insurance producer at Meridian Insurance LLC since 2022, selling life insurance and annuities. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Everen Securities, INC.Broker
Royce Investment Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.