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Kenneth Francis Perine

Kenneth F. Perine

MERITAGE WEALTH ADVISORY
Santa Rosa, CA
Some features on this profile are disabled
CRD#: 5579142
Kenneth Francis Perine

Professional summary

Kenneth Francis Perine, CFP®, who also goes by Ken Perine, is a registered financial advisor currently at MERITAGE WEALTH ADVISORY, LLC located in Santa Rosa, California.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kenneth has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

Core Areas of Focus

Business Owners
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules

Biography

Ken Perine is a Certified Financial Planner® and the founder of Meritage Wealth Advisory.   In his “previous” life, he was the third generation running his family’s business.  After three generations, it was decided that the best thing for his family was to sell. Taking his family through that process opened his eyes to the power of financial planning and makes him uniquely qualified to help other business owners as they plan for their financial independence.

Question & Answer

What are your service offerings?
Retirement Planning
Business Succession Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Are you a "fiduciary"?
Yes

Aliases

Ken Perine

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Francis Perine's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

January 15, 2009 - Present

MERITAGE WEALTH ADVISORY, LLC

RIA
CRD#: 147969
Santa Rosa, CA
Past

October 11, 2010 - May 9, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
WALNUT CREEK, CA
Past

October 4, 2010 - May 9, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
WALNUT CREEK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/15/2009)

Exams

State Security Law Exam
RR
Series 63
Date: 10/7/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/2/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/8/2010
General Securities Representative Examination

Current Firm

MERITAGE WEALTH ADVISORY, LLC
MERITAGE WEALTH ADVISORY, LLC
MERITAGE WEALTH ADVISORY, LLC

CRD#: 147969 / SEC#:

California
Registered Investment Advisory firm - (1/6/2009 Approved)
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Contact information

Main Address
Santa Rosa, CA
Mailing Address
2777 Yulupa Ave #226, Santa Rosa, CA 95405-8584
Phone number
(707) 755-3587
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts92
AUM (Assets Under Management)$ 52,755,197

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MERITAGE WEALTH ADVISORY, LLC

MERITAGE WEALTH ADVISORY, LLC

CRD#: 147969Santa Rosa, CA

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Contact information

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