Peter Mersberger (CRD# 2372186) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 30 years of experience in the finance industry.
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 | Alpharetta, GA | Oct 2022 - Current | 1 |
Lpl Financial LLC | Sheboygan Falls, WI | Oct 2022 - Current | 1 |
Mersberger Financial Group/equitable Of | Sheboygan Falls, WI | May 1994 - Current | 29 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2017 - Oct 2022 | 4 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2017 - Oct 2022 | 4 |
Massachusetts Mutual Life Insurance Comp | Springfield, MA | May 1994 - Oct 2022 | 28 |
Voya Financial Advisors | Sheboygan Falls, WI | Sep 2014 - Nov 2017 | 3 |
Ing Financial Partners, Inc. | Sheboygan Falls, WI | Jan 2004 - Sep 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1993 |
S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
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- TX
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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
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