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Kenneth Francis Perine

Meritage Wealth Advisory, LLC

Santa Rosa, CA

CRD 5579142

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Employer firm

Meritage Wealth Advisory, LLC CRD 147969

$52.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Meritage Wealth Advisory, Llc

Santa Rosa, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-01-15
  • CA RA
    APPROVED
    Since 2009-01-15

Branch Locations

Santa Rosa, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meritage Wealth Advisory, Llc Livermore CA 05/2008 Present
Previous Registrations
Other Businesses

1. 10/01/10 - DSBC TRANSITION CORP/ HOLDING COMPANY FOR COMMERCIAL RENTAL PROPERTY/ 1% OF TIME/ WOODSIDE, CA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-10-07
S65 Uniform Investment Adviser Law Examination 2008-07-02
  • S63 Uniform Securities Agent State Law Examination
    2010-10-07
  • S65 Uniform Investment Adviser Law Examination
    2008-07-02
Designations
  • Certified Financial Planner
Other Names
  • Ken Perine

View on SEC IAPD

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