David Elder, financial advisor Alpharetta GA
93 score

David Elder

CRD Number: 5273111
Current Firm: Merit Financial Group, LLC

David Elder (CRD# 5273111) is an Investment Advisor Representative working at Merit Financial Group, LLC in Alpharetta, GA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Merit Financial Advisors, LLC Alpharetta, GA Feb 2012 - Current 5
Lpl Financial LLC Alpharetta, GA Dec 2010 - Current 7
Merit 401(k) Maximizer Alpharetta, GA Nov 2009 - Feb 2012 2
Securities America Inc. Lavista, NE Nov 2009 - Dec 2010 1
Imagine Arts Atlanta, GA Sep 2006 - Dec 2009 3
Mount Pisgah Umc Alpharetta, GA Aug 2006 - Dec 2009 3
Freelance Musician Atlanta, GA May 2004 - Dec 2009 5
Cambridge Investment Research, Inc. Fairfield, IA Jan 2007 - Nov 2009 2
Amg Financial Strategies, Inc. Alpharetta, GA Jan 2007 - Nov 2009 2
City Of David Redeemed Church Of God Norcross, GA Jun 2004 - Jan 2008 3
Ken Stanton Music Marietta, GA Aug 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for David S. Elder
Phone Number: 678-867-7050
Registered State(s):
  • AL
  • TX
  • FL
  • GA
  • LA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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