Alan MerkerCRD Number: 4800952
Current Firm: Access Wealth
Alan Merker (CRD# 4800952) is an Investment Advisor Representative working at Access Wealth in Totowa, NJ and has over 22 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Access Wealth Planning, LLC||Roseland, NJ||May 2013 - Current||9|
|Tuthill & Merker, LLC||Totowa, NJ||May 1999 - Current||23|
|Morris Merker & Co, LLC||Totowa, NJ||May 1983 - Current||39|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 1999|
Total Assets Under Management408MILLIONS
Total Number of Accounts895ACCOUNTS
Average Account Value$455,765
- 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
- Selection of other advisers (including private fund managers)
CA, FL, NJ, NY, PA, RI, TX, VA
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