Meritage Financial Solutions LLC
Legal Name: MERITAGE FINANCIAL SOLUTIONS, LLC
Other Info
Meritage Financial Solutions LLC, a VA Limited Liability Company, currently has 3 employees with 1 employee serving in an advisory role. The number of clients it serves is not currently known. The firm was last reported by the SEC as Approved with their registration established on February 13, 2014.
Meritage Financial Solutions
Call us at 949.481.2429 Home ABOUT US Overview Investment Philosophy Management Team FAQ PORTFOLIOS SERVICES Institutions Advisors Investors RESOURCE CENTER For Advisors For Investors CONTACT Institutions Help your advisors better serve their clients, while growing their businesses. Advisors Provide…
Direct Owners
-
JONATHAN SCOTT ALCARO
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
SHELDON REYNOLDS BARKER
PRESIDENT owns more than 25% but less than 50%
-
STEVEN F. MCCANN & ALITA R. MCCANN LIVING TRUST
MEMBER owns less than 5%
Indirect Owners
-
ALITA RUTH MCCANN
TRUSTEE owns more than 50% but less than 75%
-
STEVEN FRANCIS MCCANN
TRUSTEE owns more than 50% but less than 75%