Barry D Cooper

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

• 03/2013 → Present
  Meridian Wealth Management, Llc
  Lexington, KY

Other Businesses

1. MERIDIAN INSURANCE LLC; LEXINGTON/KY; INSURANCE PRODUCER; START DATE: 08/2018; LIFE INSURANCE AND ANNUITY SALES; INVESTMENT RELATED; DEVOTE ABOUT 5 HOURS/MONTH AND 5 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: ADVISING ON THE REVIEW AND SALE OF INVESTMENT PRODUCTS FOR CLIENTS 2. COUCH HOLDINGS II, LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 04/2018; REAL ESTATE INVESTMENT IN A CLOSELY HELD COMPANY; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: MANAGING AND REVIEWING INVESTMENTS IN CLOSELY HELD BUSINESSES 3. KENTUCKY ALPHA PRISON MINISTRIES, INC.; LEXINGTON, KY; BOARD MEMBER; START DATE: 03/2021; MINISTRY DEDICATED TO THE TEACHINGS OF JESUS CHRIST AND MENTORING INMATES, PROVIDING OPPORTUNITIES FOR ASSIMILATION BACK INTO SOCIETY THROUGH THE FUNDING OF SCHOOLING, JOB PLACEMENT ASSISTANCE, RENT ASSISTANCE, AND FOOD ASSISTANCE; NON-INVESTMENT RELATED; DEVOTE ABOUT 7 HOURS/MONTH AND ALL ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: GENERAL BOARD MEMBER DUTIES, AS WELL AS VOTING ON ALL DISBURSEMENT REQUESTS TO ENSURE MONIES ARE USED FOR THE EXPRESS PURPOSES OF THE MINISTRY'S MISSION 4. COOPER MILLER LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 05/2021; PERSONAL INVESTMENT; NON-INVESTMENT RELATED; DEVOTE ABOUT 0 HOURS/MONTH AND 0 ARE DURING SECURITIES TRADING HOURS; DUTIES INCLUDE: NONE 5. COOPER BEARING LLC; LEXINGTON/KY; MANAGING MEMBER; START DATE: 02/2015; 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
  2014-02-07