Carmen Moss Hodnett

Employer firm

Meridian Wealth Management, LLC CRD 151523

$4.98B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 12/2016
  Principal Securities, Inc.
  Griffin, GA
• 04/2019 → 05/2022
  Southport Capital
  Atlanta, GA
• 05/2009 → 12/2018
  Burnette Insurance
  Lawrenceville, GA
• 05/2022 → Present
  Meridian Wealth Management, Llc
  Lexington, KY
• 01/2017 → 05/2022
  Southport Capital
  Atlanta, GA

Previous Registrations

• 2019-05-21 → 2022-05-16
  Southport Capital
  Chattanooga, TN
  Atlanta, GA

Other Businesses

1.MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 05/2022; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: CONSULTING AND SELLING LIFE INSURANCE AND ANNUITY PRODUCTS 2.CMHL3, LLC; BUFORD/GA; MANAGING MEMBER; START DATE: 01/2014; FOR BUSINESS TAX PURPOSES OF INVESTMENT ADVISORY BUSINESS; NON-INVESTMENT RELATED; DEVOTE ABOUT 1 HOUR/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: KEEPING UP WITH MONTHLY INCOME AND EXPENSES FOR TAX PURPOSES

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-03
• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Other Names

• Carmen Elizabeth Moss