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).

By the Numbers
  • Total Assets Under Management
    7,252
    MILLION
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Merit Financial Advisors
Showing 41 - 50 of 130 top financial advisors.
41
Melissa L. Griffith
CRD#: 6258906
3595 Grandview Parkway Drive, Suite 425, Birmingham, AL 35243

Melissa Griffith (CRD# 6258906) is an Investment Advisor Representative working at Merit Financial Advisors in Birmingham, AL and has over 9 years of experience in the finance industry.

42
Bret R. Hackett
CRD#: 4687911
2625 E. Southlake Blvd., Suite 100, Southlake, TX 76092

Bret Hackett (CRD# 4687911) is an Investment Advisor Representative working at Merit Financial Advisors in Southlake, TX and has over 20 years of experience in the finance industry.

43
Donald C. Hammond
CRD#: 2670273
517 Monroe Street, Sheboygan Falls, WI 53085

Donald Hammond (CRD# 2670273) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 27 years of experience in the finance industry.

44
Hollis J. Hardiman
CRD#: 6260639
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Hollis Hardiman (CRD# 6260639) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 10 years of experience in the finance industry.

45
Doane F. Harrison
CRD#: 4255667
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Doane Harrison (CRD# 4255667) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry.

46
Steven A. Henderson
CRD#: 2581092
6140 South 104 East Avenue, Tulsa, OK 74133

Steven Henderson (CRD# 2581092) is an Investment Advisor Representative working at Merit Financial Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.

47
Carly P. Hensley
CRD#: 4671589
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Carly Hensley (CRD# 4671589) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 17 years of experience in the finance industry.

48
Todd H. Hicks
CRD#: 1272847
1790 Atkinson Road, Suite C, Lawrenceville, GA 30043

Todd Hicks (CRD# 1272847) is an Investment Advisor Representative working at Merit Financial Advisors in Lawrenceville, GA and has over 26 years of experience in the finance industry.

49
Paul H. Jochimsen
CRD#: 1813508
615 S 8th Street, Suite 240, Sheboygan, WI 53081

Paul Jochimsen (CRD# 1813508) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan, WI and has over 36 years of experience in the finance industry.

50
Jennifer E. Keegan
CRD#: 3268358
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Jennifer Keegan (CRD# 3268358) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 5 years of experience in the finance industry.

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