Meridian Investment Counsel, Inc.
Meridian Investment Counsel, Inc. (CRD# 131655) is a financial advisory firm headquartered in San Leandro, CA. They manage $274,026,744 in 461 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management274MILLION
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Total Number of Accounts461ACCOUNTS
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Average Account Value$594,418
- 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 San Francisco, CA and has over 14 years of experience in the finance industry.
Christopher Young (CRD# 1920065) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in Fairfax, CA and has over 28 years of experience in the finance industry.
Nancy Woodall (CRD# 3223028) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in San Leandro, CA and has 1 year of experience in the finance industry.
Mark Wheeler (CRD# 6275737) is an Investment Advisor Representative working at Meridian Investment Counsel, Inc. in San Leandro, CA and has over 2 years of experience in the finance industry.