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
Joshua Hewlett (CRD# 7520304) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has 1 year of experience in the finance industry.
Gabriela Huseman (CRD# 7367625) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 2 years of experience in the finance industry.
Delaney Jean (CRD# 6969125) is an Investment Advisor Representative working at Merit Financial Advisors in Williamsport, PA and has over 5 years of experience in the finance industry.
Matthew Krier (CRD# 7229215) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 2 years of experience in the finance industry.
Margarite Lynch (CRD# 5566456) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 7 years of experience in the finance industry.
Edward Maher (CRD# 5957885) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has 1 year of experience in the finance industry.
Ronald McIntire (CRD# 7363363) is an Investment Advisor Representative working at Merit Financial Advisors in Newtown, PA and has over 2 years of experience in the finance industry.
Benjamin Michalski (CRD# 6002691) is an Investment Advisor Representative working at Merit Financial Advisors in Denver, CO and has over 12 years of experience in the finance industry.
Nicholas Moon (CRD# 6361089) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 9 years of experience in the finance industry.
Sean Moore (CRD# 4314987) is an Investment Advisor Representative working at Merit Financial Advisors in Boynton Beach, FL and has over 2 years of experience in the finance industry.