Merit Financial Advisors
Merit Financial Advisors (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $7,252,133,507 in 25,088 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management7,252MILLION
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Total Number of Accounts25,088ACCOUNTS
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Average Account Value$289,068
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Adam Smith (CRD# 6496993) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 8 years of experience in the finance industry.
Tamara Snider (CRD# 4259746) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 14 years of experience in the finance industry.
Jason Straub (CRD# 6190142) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 8 years of experience in the finance industry.
Kelly Straub (CRD# 1122041) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 36 years of experience in the finance industry.
William Traer (CRD# 3072517) is an Investment Advisor Representative working at Merit Financial Advisors in Jacksonville, FL and has over 25 years of experience in the finance industry.
Daniel Vernon (CRD# 4226863) is an Investment Advisor Representative working at Merit Financial Advisors in Boca Raton, FL and has over 23 years of experience in the finance industry.
Kirk Wilkerson (CRD# 2201733) is an Investment Advisor Representative working at Merit Financial Advisors in Roswell, GA and has over 32 years of experience in the finance industry.
Darla Wise (CRD# 5754212) is an Investment Advisor Representative working at Merit Financial Advisors in Williamsport, PA and has over 14 years of experience in the finance industry.
Andrea Zoeller (CRD# 6423866) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 8 years of experience in the finance industry.
John Brazier (CRD# 7014571) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 4 years of experience in the finance industry.