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).

Current Firm Details
1040 Davis Street, Suite 201, San Leandro, CA 94577
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $594,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX, WA

Financial Advisors at Meridian Investment Counsel, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John Kerns, financial advisor San Francisco CA
John G. Kerns
CRD#: 2411385
San Francisco, CA
93
Wealthminder
score

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.

2
Christopher Young, financial advisor Fairfax CA
Christopher C. Young
CRD#: 1920065
Fairfax, CA
93
Wealthminder
score

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.

3
Nancy Woodall, financial advisor San Leandro CA
Nancy Woodall
CRD#: 3223028
1040 Davis Street, Suite 201, San Leandro, CA 94577
90
Wealthminder
score

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.

4
Mark Wheeler, financial advisor San Leandro CA
Mark Wheeler
CRD#: 6275737
1040 Davis Street, Suite 201, San Leandro, CA 94577
89
Wealthminder
score

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.

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