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.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
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 |
- GA
- TX
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Total Assets Under Management5,523MILLIONS
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Total Number of Accounts19,368ACCOUNTS
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Average Account Value$285,139
- 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, VT, WA, WI, WV, WY
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