Mersereau, Lazenby & Rockas, LLC
Mersereau, Lazenby & Rockas, LLC (CRD# 126139) is a financial advisory firm headquartered in Suwanee, GA. They manage $23,877,628 in 150 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$159,184
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Steven Wykoff (CRD# 4944681) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has over 11 years of experience in the finance industry. Steven Wykoff 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.
Timothy Mersereau (CRD# 4658151) is an Investment Advisor Representative working at Mersereau, Lazenby & Rockas, LLC in Suwanee, GA and has 1 year of experience in the finance industry.