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).
-
Total Assets Under Management7,252MILLION
-
Total Number of Accounts25,088ACCOUNTS
-
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
Connor Brechbill (CRD# 6905638) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 6 years of experience in the finance industry.
Baylee Bryant (CRD# 7463899) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 2 years of experience in the finance industry.
Nathaniel Burstin (CRD# 5056716) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 16 years of experience in the finance industry.
Zachary Campbell (CRD# 6885021) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 6 years of experience in the finance industry.
Deborah Dougherty (CRD# 6265394) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has 1 year of experience in the finance industry.
Cassandra Frederiksen (CRD# 6162761) is an Investment Advisor Representative working at Merit Financial Advisors in Spokane, WA and has over 8 years of experience in the finance industry.
Atley Gay (CRD# 7264400) is an Investment Advisor Representative working at Merit Financial Advisors in Manitowoc, WI and has over 3 years of experience in the finance industry.
Brian Giboney (CRD# 2451889) is an Investment Advisor Representative working at Merit Financial Advisors in Des Moines, WA and has over 30 years of experience in the finance industry.
Katherine Grier (CRD# 7882231) is an Investment Advisor Representative working at Merit Financial Advisors in Roswell, GA and has 1 year of experience in the finance industry.
Billy Grissom (CRD# 7296914) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 3 years of experience in the finance industry.