Merit Financial Group, LLC

Merit Financial Group, LLC (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $698,316,198 in 2,850 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    698
    MILLION
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $245,023
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Other
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, CA, FL, GA, KY, LA, NC, SC, TN, TX, VA

Financial Advisors at Merit Financial Group, LLC
Showing 1 - 10 of 27 top financial advisors.
1
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 Group, LLC in Alpharetta, GA and has over 19 years of experience in the finance industry.

2
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 Group, LLC in Alpharetta, GA and has over 13 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.

3
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 Group, LLC in Alpharetta, GA and has over 17 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.

4
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 Group, LLC in Atlanta, GA and has over 18 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.

5
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 Group, LLC in Jacksonville, FL and has over 5 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.

6
James B. Russell
CRD#: 2834992
2400 Lakeview Parkway, Suite 650, Alpharetta, GA 30009
96
Wealthminder
score

James Russell (CRD# 2834992) is an Investment Advisor Representative working at Merit Financial Group, LLC in Alpharetta, GA and has over 19 years of experience in the finance industry.

7
David J. Schlitt
CRD#: 1948749
1060 Maitland Center Commons, Ste 360, Maitland, FL 32751
96
Wealthminder
score

David Schlitt (CRD# 1948749) is an Investment Advisor Representative working at Merit Financial Group, LLC in Maitland, FL and has over 15 years of experience in the finance industry.

8
Kelly L. Straub
CRD#: 1122041
2359 Perimeter Pointe Parkway, Suite 175, Charlotte, NC 28208
96
Wealthminder
score

Kelly Straub (CRD# 1122041) is an Investment Advisor Representative working at Merit Financial Group, LLC in Charlotte, NC and has over 29 years of experience in the finance industry. Kelly Straub 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
Carmen Maria B. Andrews
CRD#: 4573587
2359 Perimeter Pointe Parkway, Suite 175, Charlotte, NC 28208
93
Wealthminder
score

Carmen Maria Andrews (CRD# 4573587) is an Investment Advisor Representative working at Merit Financial Group, LLC in Charlotte, NC and has over 13 years of experience in the finance industry.

10
Michael S. Crowe
CRD#: 4642403
3595 Grandview Parkway, Suite 225, Birmingham, AL 35243
93
Wealthminder
score

Michael Crowe (CRD# 4642403) is an Investment Advisor Representative working at Merit Financial Group, LLC in Birmingham, AL and has over 10 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.