Best Investors Account Sign in
Inactive

Lars Edward Meiman

Legacy Financial Advisors, Inc.

Covington, KY

CRD 7035553

Claim This Profile
Employer firm

Legacy Financial Advisors, Inc. CRD 158675

$1.52B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Legacy Financial Advisors, Inc.

117 East Fourth Street, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-07-10
  • KY RA
    APPROVED
    Since 2024-07-10

Branch Locations

117 East Fourth Street, Covington, KY 41011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Financial Advisors Covington KY 07/2020 Present
Merrill Lynch Fort Mitchell KY 08/2019 03/2020
The Kroger Co. Cincinnati OH 05/2019 08/2019
Merrill Lynch Fort Mitchell KY 09/2018 05/2019
Fidelity Investments Covington KY 09/2017 06/2018
Full Time Education Highland Heights KY 06/2018 08/2018
Dhl Erlanger KY 11/2016 11/2017
Full Time Education Edgewood KY 05/2014 11/2016
Unemployed Covington KY 03/2020 07/2020
  • 07/2020 → Present
    Legacy Financial Advisors
    Covington, KY
  • 08/2019 → 03/2020
    Merrill Lynch
    Fort Mitchell, KY
  • 05/2019 → 08/2019
    The Kroger Co.
    Cincinnati, OH
  • 09/2018 → 05/2019
    Merrill Lynch
    Fort Mitchell, KY
  • 09/2017 → 06/2018
    Fidelity Investments
    Covington, KY
  • 06/2018 → 08/2018
    Full Time Education
    Highland Heights, KY
  • 11/2016 → 11/2017
    Dhl
    Erlanger, KY
  • 05/2014 → 11/2016
    Full Time Education
    Edgewood, KY
  • 03/2020 → 07/2020
    Unemployed
    Covington, KY
Other Businesses

(1) My family's (Mother and Father) small business they own and operate. Working 10 hours a month approximately. Work includes mainly warehouse work - producing flags/banners and fulfilling orders. The business is a distributorship along with production of flags/banners under MZooka LLC, EDMI, and Unique Images LLC. Address - 941 Dudley Rd. Edgewood, KY 41017, Position - Office Assistant; Hours devoted during trading hours - Zero.; Start of relationship - 2021; Business is Non-investment related.

Designations
  • Chartered Financial Analyst
Other Names
  • Lars Meiman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Covington, KY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor