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Charles Andrew Norden

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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles is an insurance producer for Meridian Insurance LLC, selling life insurance, annuities, long-term care, and disability insurance, dedicating a few hours per week. He also co-owns A&M Solutions LLC (medical distribution), is a managing member of Caicos Financial LLC (business tax purposes), and is a managing member of Meridian Wealth Management West, LLC (Tucson office), dedicating minimal time to each.

Employment History
Current Registrations
Meridian Wealth Management, LLC
October 2014 - Present · 11 yrs 4 mos
State Registrations3 states
FLKYTX
Advisor
Exams
No exam information available for this advisor.
Charles Andrew Norden - Financial Advisor | TrueAdvisor