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).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $159,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

GA

Financial Advisors at Mersereau, Lazenby & Rockas, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven O. Wykoff
CRD#: 4944681
3469 Lawrenceville Suwanee Rd., Suite B, Suwanee, GA 30024
96
Wealthminder
score

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.

2
Timothy D. Mersereau
CRD#: 4658151
3469 Lawrenceville-suwanee Rd, Suwanee, GA 30024
90
Wealthminder
score

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.

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