Meridian Investment Counsel, Inc.
Meridian Investment Counsel, Inc. (CRD# 131655) is a financial advisory firm headquartered in Lafayette, CA. They manage $486,771,322 in 559 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management487MILLION
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Total Number of Accounts559ACCOUNTS
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Average Account Value$870,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, HI, TX, WA
John Kerns (CRD# 2411385) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 20 years of experience in the finance industry.
Nancy Woodall (CRD# 3223028) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has 1 year of experience in the finance industry.
Christopher Young (CRD# 1920065) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 34 years of experience in the finance industry.
Anita Singh (CRD# 4924334) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Lafayette, CA and has over 18 years of experience in the finance industry.