Merit Financial Advisors
Merit Financial Advisors (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $3,681,709,925 in 10,460 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management3,682MILLION
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Total Number of Accounts10,460ACCOUNTS
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Average Account Value$351,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY
Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 9 years of experience in the finance industry.
Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 30 years of experience in the finance industry. Jeffrey Ackler 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.
Craig Anderson (CRD# 1707316) is an Investment Advisor Representative working at Merit Financial Advisors in Lawrenceville, GA and has over 30 years of experience in the finance industry.
Marcus Anderson (CRD# 4394730) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 20 years of experience in the finance industry.
Carmen Maria Andrews (CRD# 4573587) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 19 years of experience in the finance industry.
Francis Bautz (CRD# 3217237) is an Investment Advisor Representative working at Merit Financial Advisors in Boynton Beach, FL and has over 22 years of experience in the finance industry.
Sharon Bautz (CRD# 4668215) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 5 years of experience in the finance industry.
Zachary Beckerley (CRD# 5709157) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 12 years of experience in the finance industry. Zachary Beckerley 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.
Gregory Bennett (CRD# 2713886) is an Investment Advisor Representative working at Merit Financial Advisors in Davidson, NC and has over 26 years of experience in the finance industry.
Douglas Blanton (CRD# 2580584) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 24 years of experience in the finance industry.