Kay Mayhue, financial advisor Alpharetta GA

Kay Mayhue

CRD Number: 3138135
Current Firm: Merit Financial Advisors

Kay Mayhue (CRD# 3138135) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry. Kay Mayhue 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.

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Professional Designations
Company Name Location Dates Years
Merit Financial Group, Llc (dba: Merit Financial Advisors) Alpharetta, GA Oct 2017 - Current 6
Lpl Financial, LLC Alpharetta, GA May 2012 - Current 11
The Botsford Group Fresco, TX Jan 2006 - Current 18
Lifestyle Planning Solutions, LLC Alpharetta, GA Jun 2012 - Aug 2019 7
Stratos Wealth Partners, Ltd. Atlanta, GA Mar 2013 - Oct 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Kay L. Mayhue
Phone Number: 678-867-7050
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    5,523
    MILLIONS
  • Total Number of Accounts
    19,368
    ACCOUNTS
  • Average Account Value
    $285,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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