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
William Casey (CRD# 1094418) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 40 years of experience in the finance industry.
Brad Cast (CRD# 3231725) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 24 years of experience in the finance industry.
Joseph Cilley (CRD# 3265431) is an Investment Advisor Representative working at Merit Financial Advisors in Tacoma, WA and has over 23 years of experience in the finance industry.
Ernest Clark (CRD# 47505) is an Investment Advisor Representative working at Merit Financial Advisors in Raleigh, NC and has over 40 years of experience in the finance industry.
James Colbourne (CRD# 2565009) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 27 years of experience in the finance industry.
Jill Crawford (CRD# 4665148) is an Investment Advisor Representative working at Merit Financial Advisors in Roswell, GA and has over 20 years of experience in the finance industry.
Michael Crowe (CRD# 4642403) is an Investment Advisor Representative working at Merit Financial Advisors in Birmingham, AL and has over 18 years of experience in the finance industry.
Steven Denton (CRD# 4676046) is an Investment Advisor Representative working at Merit Financial Advisors in Davidson, NC and has over 20 years of experience in the finance industry.
Justin Eccleston (CRD# 5620455) is an Investment Advisor Representative working at Merit Financial Advisors in Princeton, NJ and has over 15 years of experience in the finance industry.
David Elder (CRD# 5273111) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 17 years of experience in the finance industry.