Meridian Investment Counsel, Inc.

Meridian Investment Counsel, Inc. (CRD# 131655) is a financial advisory firm headquartered in Lafayette, CA. They manage $425,129,552 in 549 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    425
    MILLION
  • Total Number of Accounts
    549
    ACCOUNTS
  • Average Account Value
    $774,371
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
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 G. Kerns
CRD#: 2411385
Lafayette, CA

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.

2
Nancy Woodall
CRD#: 3223028
Lafayette, CA

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.

3
Christopher C. Young
CRD#: 1920065
Lafayette, CA

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.

4
Anita Singh
CRD#: 4924334
Lafayette, CA

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.

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