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
Thomas Bakamus (CRD# 5779874) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 12 years of experience in the finance industry.
Francis Bautz (CRD# 3217237) is an Investment Advisor Representative working at Merit Financial Advisors in Boynton Beach, FL and has over 24 years of experience in the finance industry.
Sharon Bautz (CRD# 4668215) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 7 years of experience in the finance industry.
Zachary Beckerley (CRD# 5709157) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 14 years of experience in the finance industry.
Susan Bentley (CRD# 1688192) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 35 years of experience in the finance industry.
Robert Birgen (CRD# 1659476) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 31 years of experience in the finance industry.
Emily Boothroyd (CRD# 5942142) is an Investment Advisor Representative working at Merit Financial Advisors in Wilton, CT and has over 12 years of experience in the finance industry.
David Brounley (CRD# 1190936) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 28 years of experience in the finance industry.
James Byers (CRD# 4497640) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 23 years of experience in the finance industry.
Thomas Campbell (CRD# 5389100) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 16 years of experience in the finance industry.