CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5583168
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Fund Management, LLC | Frederick, MD | Apr 2013 - Current | 11 |
| Liberty Insurance, LLC | Frederick, MD | Nov 2010 - Current | 13 |
| Frederick Advisors Dba Frederick Financial Group | Frederick, MD | Sep 2009 - Current | 14 |
| Frederick Tax Pros | Frederick, MD | Oct 2015 - Dec 2019 | 4 |
| Frederick Tax Pro | Frederick, MD | Jan 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
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Total Assets Under Management1,362MILLIONS
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Total Number of Accounts11,583ACCOUNTS
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Average Account Value$117,573
- A percentage of assets under your management
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