Merit Financial Advisors

Merit Financial Advisors (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $5,522,570,668 in 19,368 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,523
    MILLION
  • Total Number of Accounts
    19,368
    ACCOUNTS
  • Average Account Value
    $285,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Merit Financial Advisors
Showing 1 - 10 of 131 top financial advisors.
1
Jeffrey Ackler
CRD#: 2227187
1303 Limit Ave, Suite 200, Mount Dora, FL 32757

Jeffrey Ackler (CRD# 2227187) is an Investment Advisor Representative working at Merit Financial Advisors in Mount Dora, FL and has over 31 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
Michael F. Ajango
CRD#: 1273248
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Michael Ajango (CRD# 1273248) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 29 years of experience in the finance industry. Michael Ajango 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
Robert Alexandrovic
CRD#: 4842279
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Robert Alexandrovic (CRD# 4842279) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 17 years of experience in the finance industry.

4
Craig M. Anderson
CRD#: 1707316
1790 Atkinson Road, Suite C, Lawrenceville, GA 30043

Craig Anderson (CRD# 1707316) is an Investment Advisor Representative working at Merit Financial Advisors in Lawrenceville, GA and has over 32 years of experience in the finance industry.

5
Marcus L. Anderson
CRD#: 4394730
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Marcus Anderson (CRD# 4394730) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 22 years of experience in the finance industry.

6
Brian K. Andrew
CRD#: 2240211
1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085

Brian Andrew (CRD# 2240211) is an Investment Advisor Representative working at Merit Financial Advisors in Sheboygan Falls, WI and has over 31 years of experience in the finance industry.

7
Carmen Maria B. Andrews
CRD#: 4573587
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Carmen Maria Andrews (CRD# 4573587) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 21 years of experience in the finance industry.

8
James S. Arnold
CRD#: 1568254
Oaks Plaza 2350 E. Third Street, Suite 6, Williamsport, PA 17701

James Arnold (CRD# 1568254) is an Investment Advisor Representative working at Merit Financial Advisors in Williamsport, PA and has over 37 years of experience in the finance industry.

9
Michael C. Baer
CRD#: 6624409
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Michael Baer (CRD# 6624409) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 7 years of experience in the finance industry. Michael Baer 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
Shawna K. Bain
CRD#: 1881376
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009

Shawna Bain (CRD# 1881376) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 11 years of experience in the finance industry.

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