Meritage Wealth Advisory, LLC
Meritage Wealth Advisory, LLC (CRD# 147969) is a financial advisory firm headquartered in Livermore, CA. They manage $10,200,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$680,000
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Kenneth Perine (CRD# 5579142) is an Investment Advisor Representative working at Meritage Wealth Advisory, LLC in Livermore, CA and has over 9 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.