Merit Financial Advisors

Merit Financial Advisors (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $849,518,482 in 3,590 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    850
    MILLION
  • Total Number of Accounts
    3,590
    ACCOUNTS
  • Average Account Value
    $236,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, KY, LA, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Merit Financial Advisors
Showing 1 - 10 of 45 top financial advisors.
1
Jeffrey Ackler
CRD#: 2227187
4400 N. Hwy 19a, Suite 4a, Mount Dora, FL 32757
96
Wealthminder
score

Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 26 years of experience in the finance industry. Jeffrey Ackler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Zachary W. Beckerley
CRD#: 5709157
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
96
Wealthminder
score

Zachary Beckerley (CRD# 5709157) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 8 years of experience in the finance industry. Zachary Beckerley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Douglas L. Blanton
CRD#: 2580584
2400 Lakeview Parkway, Suite 650, Alpharetta, GA 30009
96
Wealthminder
score

Douglas Blanton (CRD# 2580584) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 20 years of experience in the finance industry.

4
Erin T. Botsford
CRD#: 1951223
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
96
Wealthminder
score

Erin Botsford (CRD# 1951223) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 29 years of experience in the finance industry. Erin Botsford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jill L. Crawford
CRD#: 4665148
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
96
Wealthminder
score

Jill Crawford (CRD# 4665148) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 14 years of experience in the finance industry. Jill Crawford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Andrew S. Lubben
CRD#: 4631543
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
96
Wealthminder
score

Andrew Lubben (CRD# 4631543) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 18 years of experience in the finance industry. Andrew Lubben has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jennifer C. Mann
CRD#: 4280556
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
96
Wealthminder
score

Jennifer Mann (CRD# 4280556) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 16 years of experience in the finance industry. Jennifer Mann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kay L. Mayhue
CRD#: 3138135
Five Concourse Parkway, Suite 1215, Atlanta, GA 30328
96
Wealthminder
score

Kay Mayhue (CRD# 3138135) is an Investment Advisor Representative working at Merit Financial Advisors in Atlanta, GA and has over 18 years of experience in the finance industry. Kay Mayhue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph L. Owenby
CRD#: 2006419
750 Hammond Drive, Building Two, Atlanta, GA 30328
96
Wealthminder
score

Joseph Owenby (CRD# 2006419) is an Investment Advisor Representative working at Merit Financial Advisors in Atlanta, GA and has over 20 years of experience in the finance industry. Joseph Owenby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Amanda T. Rhodes
CRD#: 5893680
8826 Goodby's Executive Drive, Jacksonville, FL 32207
96
Wealthminder
score

Amanda Rhodes (CRD# 5893680) is an Investment Advisor Representative working at Merit Financial Advisors in Jacksonville, FL and has over 7 years of experience in the finance industry. Amanda Rhodes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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