John Brazier (CRD# 7014571) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 4 years of experience in the finance industry. John Brazier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Sheboygan Falls, WI | Aug 2022 - Current | 1 |
Merit Financial Group, LLC | Alpharetta, GA | Aug 2022 - Current | 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2019 - Aug 2022 | 2 |
Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2019 - Aug 2022 | 3 |
Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2018 - Aug 2022 | 3 |
American United Transportation Group | Milwaukee, WI | May 2017 - Sep 2018 | 1 |
University Of Wisconsin - Whitewater | Whitewater, WI | Sep 2012 - Aug 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- WI
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Total Assets Under Management7,252MILLIONS
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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