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
Blaine Malcolm (CRD# 4180753) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry.
Jennifer Mann (CRD# 4280556) is an Investment Advisor Representative working at Merit Financial Advisors in Morehead City, NC and has over 22 years of experience in the finance industry.
Brian Martin (CRD# 3180641) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 21 years of experience in the finance industry.
Kay Mayhue (CRD# 3138135) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 24 years of experience in the finance industry.
Joshua Mersberger (CRD# 5570731) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 15 years of experience in the finance industry.
Peter Mersberger (CRD# 2372186) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 30 years of experience in the finance industry.
Zachary Mersberger (CRD# 5697498) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 13 years of experience in the finance industry.
Scott Meyer (CRD# 4895210) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 16 years of experience in the finance industry.
Douglas Morris (CRD# 4274641) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry.
William Morrison (CRD# 6828345) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 6 years of experience in the finance industry.