Michael Merk (CRD# 6534684) is an Investment Advisor Representative working at Ally Invest Advisors in Charlotte, NC and has over 8 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Ally Invest Securities LLC | Charlotte, NC | May 2021 - Current | 3 |
Ally Invest Advisors | Charlotte, NC | May 2021 - Current | 3 |
Unemployed | Corydon, IN | Mar 2021 - May 2021 | < 1 |
Citi Group | O'fallon, MO | Oct 2020 - Feb 2021 | < 1 |
Unemployed | Corydon, IN | Mar 2020 - Oct 2020 | < 1 |
Fidelity Brokerage Services | Covington, KY | Dec 2018 - Mar 2020 | 1 |
Unemployeed | Corydon, IN | Aug 2018 - Dec 2018 | < 1 |
Td Ameritrade | West Lake, TX | Jan 2018 - Aug 2018 | < 1 |
Scottrade | St. Louis, MO | Apr 2017 - Jan 2018 | < 1 |
Charles Schwab Bank | Reston, VA | Nov 2016 - Feb 2017 | < 1 |
Charles Schwab & Company, Inc. | Reston, VA | Jul 2015 - Feb 2017 | 1 |
Unemployed | Corydon, IN | Apr 2015 - Jul 2015 | < 1 |
Pnc Bank | Jeffersonville, IN | Sep 2014 - Apr 2015 | < 1 |
Horseshoe Southern Indiana | Elizabeth, IN | Nov 2013 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- NC
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
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