Bruce Douglas Ward jr
Investment adviser representative at Meridian Wealth Management, LLC
20 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Meridian Wealth Management, LLCSep 2023 to now
- United Capital Financial AdvisersMar 2017 to Sep 2023
- The Vanguard Group, Inc.Jan 2006 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 14 states (AK, AZ, CA, CO, CT, FL, HI, KS, MD, MN, OR, SD, TX, WA).
Meridian Wealth Management, LLC
$5BAssets managed
5,533Clients
58Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5080577
- Firm CRD
- 151523