Gary MergeCRD 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 32 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.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Vissman Management LLC||Washington, PA||Dec 2012 - Current||4|
|Kline, Keppel, Koryak, Pc||Tarentum, PA||Nov 2012 - Current||5|
|Raymond James Financial Services Advisors, Inc.||Tarentum, PA||Jan 2009 - Current||8|
|Merge & Associates||Tarentum, PA||Jan 2004 - Current||13|
|Non-variable Insurance||Tarentum, PA||Jan 2004 - Current||13|
|Raymond James Financial Services, Inc.||Sewickley, PA||Jul 1999 - Current||18|
|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|
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
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV