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
John Keene (CRD# 1811024) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 35 years of experience in the finance industry.
Rick Kent (CRD# 2871310) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 26 years of experience in the finance industry.
Joy Kirsch (CRD# 1387753) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 38 years of experience in the finance industry.
Lincoln Kopetski (CRD# 3186668) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 24 years of experience in the finance industry.
Kimberly Kovacs (CRD# 4258921) is an Investment Advisor Representative working at Merit Financial Advisors in Frisco, TX and has over 23 years of experience in the finance industry.
Tait Lane (CRD# 4295962) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry.
Daryl Lepage (CRD# 2293580) is an Investment Advisor Representative working at Merit Financial Advisors in Rocky Hill, CT and has over 26 years of experience in the finance industry.
Christopher Loutsis (CRD# 5210335) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 17 years of experience in the finance industry.
Andrew Lubben (CRD# 4631543) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 24 years of experience in the finance industry.
Allen Mahnke (CRD# 5657810) is an Investment Advisor Representative working at Merit Financial Advisors in De Pere, WI and has over 14 years of experience in the finance industry.