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
David Elder Sr (CRD# 4413150) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 22 years of experience in the finance industry.
Joseph Faux (CRD# 3245953) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 24 years of experience in the finance industry.
William Focia (CRD# 4831284) is an Investment Advisor Representative working at Merit Financial Advisors in Birmingham, AL and has over 19 years of experience in the finance industry.
Stephen Frick (CRD# 6243789) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 10 years of experience in the finance industry.
Mark Fried (CRD# 2028237) is the President of TFG Wealth Management, LLC in Newtown, PA and has over 25 years of experience in the finance industry.
Kelly Gallimore (CRD# 5888848) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 13 years of experience in the finance industry.
Thomas Gay (CRD# 3198909) is an Investment Advisor Representative working at Merit Financial Advisors in Albany, GA and has over 24 years of experience in the finance industry.
Gregory Gerhard (CRD# 2966114) is an Investment Advisor Representative working at Merit Financial Advisors in Alpharetta, GA and has over 22 years of experience in the finance industry.
Dennis Goldstein (CRD# 4499969) is an Investment Advisor Representative working at Merit Financial Advisors in Issaquah, WA and has over 21 years of experience in the finance industry.
Bruce Gordon (CRD# 2544660) is an Investment Advisor Representative working at Merit Financial Advisors in Albany, GA and has over 29 years of experience in the finance industry.