Mersereau, Lazenby & Rockas, LLC
Mersereau, Lazenby & Rockas, LLC (CRD# 126139) is a financial advisory firm headquartered in Suwanee, GA. They manage $73,060,136 in 200 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management73MILLION
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$365,301
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, MT
Timothy Mersereau (CRD# 4658151) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has 1 year of experience in the finance industry.
Laura Rockas (CRD# 6568812) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has 1 year of experience in the finance industry.
Steven Wykoff (CRD# 4944681) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has over 18 years of experience in the finance industry.