Merit Financial Advisors
Merit Financial Advisors (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $2,269,716,990 in 7,216 accounts and serve the financial needs of clients across 34 states (or territories).
-
Total Assets Under Management2,270MILLION
-
Total Number of Accounts7,216ACCOUNTS
-
Average Account Value$314,539
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 28 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 29 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 19 years of experience in the finance industry.
Carmen Maria Andrews (CRD# 4573587) is an Investment Advisor Representative working at Merit Financial Advisors in Denver, NC and has over 17 years of experience in the finance industry.
Mehdey Baker (CRD# 6508731) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 2 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 21 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 4 years of experience in the finance industry.
Zachary Beckerley (CRD# 5709157) is an Investment Advisor Representative working at Merit Financial Advisors in Frisco, TX and has over 11 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 24 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 22 years of experience in the finance industry.