Our Team | Meet Our Advisors | Moneyline Wealth Management
Meet the professionals who serve Moneyline Wealth Management clients from Lexington, Kentucky. The information below is based only on the firm’s currently published advisor profiles and disclosures.
Mehrdad Mike Bidarian, CFP
President and LPL Investment Advisor Representative
Mehrdad Bidarian, known as Mike, is President of Moneyline Wealth Management and an LPL Investment Advisor Representative. His published profile states that he has more than 24 years of experience in asset management and financial and insurance planning.
Mike is a graduate of the University of Kentucky with a degree in finance. He holds the CERTIFIED FINANCIAL PLANNER designation. His work focuses on helping clients pursue financial goals through detailed financial analysis, planning, implementation, and ongoing monitoring.
Mike serves clients with questions involving overall financial planning, retirement, investments, and insurance planning.
- Office: 859-271-8694
- Mobile: 859-227-0063
- Email: mike@moneylinewealthmanagement.com
Review financial-professional information through FINRA BrokerCheck.
Francis Almeida
LPL Registered Representative and LPL Investment Advisor Representative
Francis Almeida has been associated with Moneyline Wealth Management for more than 28 years, according to his published profile. He began in the life-insurance business and later became a Registered Representative with LPL Financial. He is also identified as an LPL Investment Advisor Representative.
Francis focuses on helping people pursue financial and estate-planning goals through detailed needs analysis. His published profile describes his approach as grounded in honesty, integrity, and caring. He lives in Lexington, Kentucky, and serves clients in multiple states, subject to applicable registration requirements.
- Office: 859-271-8694
- Mobile: 859-327-4427
- Email: francis.almeida@lpl.com
Review financial-professional information through FINRA BrokerCheck.
Professional disclosures
Mike Bidarian is a Registered Representative with LPL Financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The registered representatives associated with this site may only discuss or transact business with residents of states in which they are properly registered or licensed.
Who the team helps
Moneyline Wealth Management works with individuals, families, and business owners seeking help with financial planning, retirement, investment management, life insurance, long-term care, estate-planning priorities, or employee benefits.