Peter Mcfarland
Peter Mcfarland is a registered investment advisor at Meridian Wealth Management, LLC, based in Lexington, KY, with 29 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,533 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.0% to 2.0% annually and are negotiable based on account complexity and the level of service provided.
Fee Estimator
Location
100 W Main Street, Suite 450, Lexington, KY, 40507
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2010Customer Dispute
April 2010Customer Dispute
January 2003Other Business Activities
Peter owns racehorses and is involved in racing, dedicating minimal time to this pursuit. He is also a partner in Trifecta Wealth Management, LLC, which is used to pay expenses and salaries, requiring no time commitment.
Employment History
Current Registrations
Meridian Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James Financial Services, INC.Broker
Lm Financial Partners, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
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.
Exams
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