Meritage Wealth Advisory, LLC

Meritage Wealth Advisory, LLC (CRD# 147969) is a financial advisory firm headquartered in Livermore, CA. They manage $8,200,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $390,476
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Meritage Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth F. Perine
CRD#: 5579142
Livermore, CA
96
Wealthminder
score

Kenneth Perine (CRD# 5579142) is an Investment Advisor Representative working at Meritage Wealth Advisory, LLC in Livermore, CA and has over 8 years of experience in the finance industry. Kenneth Perine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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