BC
BC

Barry D Cooper

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
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Location

100 W Main Street, Suite 450, Lexington, KY, 40507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Barry is an insurance producer for Meridian Insurance LLC, selling life insurance and annuities, dedicating a few hours per week. He is also a managing member of Couch Holdings II, LLC, Cooper Miller LLC, and Cooper Bearing LLC, and a board member for Kentucky Alpha Prison Ministries, Inc.

Employment History
Current Registrations
Meridian Wealth Management, LLC
February 2014 - Present · 12 yrs
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.