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).
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Total Assets Under Management5,523MILLION
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Total Number of Accounts19,368ACCOUNTS
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Average Account Value$285,139
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.