William Montell

from Meridian Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
William Montell is a financial advisor based in Kentucky, Lexington, with 12 years of experience. William currently works for Meridian Wealth Management, LLC. William maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Montell works at Meridian Wealth Management, LLC
Meridian Wealth Management, LLC is a financial advisory firm based in Lexington, Kentucky. It currently has approximately $1,805,674,637 of assets under management and employs about 37 people. Meridian Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 W Main Street, Suite 450, Lexington, Kentucky, 40507

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