Paul Merz, financial advisor Yakima WA
96 score

Paul Merz

CRD Number: 2979760
Current Firm: Securities America Advisors, Inc.

Paul Merz (CRD# 2979760) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Yakima, WA and has over 18 years of experience in the finance industry. Paul Merz 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
Securities America, Inc. Yakima, VA Dec 2013 - Current 3
Securities America Advisors, Inc. Yakima, WA Dec 2013 - Current 3
Cliftonlarsonallen Wealth Advisors, LLC Yakima, WA Nov 2010 - Dec 2013 3
Valmark Securities, Inc. Akron, OH Dec 2010 - Nov 2013 2
Prospera Investment Advisors, LLC Yakima, WA Jan 2006 - Dec 2010 4
Prospera Insurance Solutions, LLC Wenatchee, WA Jan 2006 - Nov 2010 4
Securities America, Inc. Yakima, WA Jan 2006 - Nov 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Paul J. Merz
Phone Number: 402-399-9111
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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