Rana Choubah is a CFP-designated registered investment advisor at Meridian Financial, LLC, based in Dartmouth, MA, with 14 years of industry experience. Rana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 171 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable depending on the client's unique situation.
Fee Estimator
Contact
Rana Choubah
Location
Dartmouth, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rana serves as an advisory board member for Maronite Servants of Christ the Light and a finance council member for Our Lady of Purgatory, advising on financial matters, and is the Vice President for St. Joseph Sodality New Bedford, coordinating events; each role requires minimal time.
Employment History
Current Registrations
Meridian Financial, LLC
Previous Registrations
Finivi INC.
Parsons Capital Management INC
Hsbc Securities (USA) INC.
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams