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
Stephen Regouby (CRD# 1048268) is an Investment Advisor Representative working at Merit Financial Advisors in Tulsa, OK and has over 41 years of experience in the finance industry.
Barry Reid (CRD# 1098603) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 41 years of experience in the finance industry.
Timothy Reis (CRD# 2317888) is an Investment Advisor Representative working at Merit Financial Advisors in West Bend, WI and has over 31 years of experience in the finance industry.
Michael Roney (CRD# 2790630) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 10 years of experience in the finance industry.
James Russell (CRD# 2834992) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 27 years of experience in the finance industry.
David Schlitt (CRD# 1948749) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 23 years of experience in the finance industry.
Solomon Shen (CRD# 5778149) is an Investment Advisor Representative working at Merit Financial Advisors in Maitland, FL and has over 13 years of experience in the finance industry.
Matthew Shores (CRD# 4503357) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 20 years of experience in the finance industry.
Laura Sithens (CRD# 4068196) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 18 years of experience in the finance industry.
Michael Smalley (CRD# 5338484) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 14 years of experience in the finance industry.