Gary Merge, financial advisor Tarentum PA
76 score

Gary Merge

CRD Number: 1258772
Current Firm: Raymond James Financial Services Advisors, Inc.

Gary Merge (CRD# 1258772) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tarentum, PA and has over 31 years of experience in the finance industry. Gary Merge 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
Vissman Management LLC Washington, PA Dec 2012 - Current 4
Kline, Keppel, Koryak, Pc Tarentum, PA Nov 2012 - Current 4
Raymond James Financial Services Advisors, Inc. Tarentum, PA Jan 2009 - Current 7
Merge & Associates Tarentum, PA Jan 2004 - Current 12
Non-variable Insurance Tarentum, PA Jan 2004 - Current 12
Raymond James Financial Services, Inc. Sewickley, PA Jul 1999 - Current 17
Gary J. Merge,cpa Cfp/merge Hill LLP Tarentum, PA Dec 1994 - Nov 2012 17
Mortgage Services Tarentum, PA Aug 2006 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Jan 1994
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Gary J. Merge
Phone Number: 727-567-5877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
76

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