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
Joseph Owenby (CRD# 2006419) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 26 years of experience in the finance industry.
Thomas Padgett (CRD# 4154758) is an Investment Advisor Representative working at Merit Financial Advisors in Albany, GA and has over 24 years of experience in the finance industry.
Elizabeth Parris (CRD# 2648835) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 27 years of experience in the finance industry.
Jon Paul Pattinson (CRD# 5045935) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 14 years of experience in the finance industry.
Dana Pierce (CRD# 4110474) is an Investment Advisor Representative working at Merit Financial Advisors in Roswell, GA and has over 24 years of experience in the finance industry.
Joshua Preiss (CRD# 6671001) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 7 years of experience in the finance industry.
Lori Price (CRD# 1305557) is an Investment Advisor Representative working at Merit Financial Advisors in Wilton, CT and has over 39 years of experience in the finance industry.
Timothy Ralph (CRD# 4929418) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 15 years of experience in the finance industry.
Jana Ramsey-Weaver (CRD# 7024930) is an Investment Advisor Representative working at Merit Financial Advisors in Tulsa, OK and has over 5 years of experience in the finance industry.
Kathryn Redden (CRD# 2294287) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry.