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Amelia Babasa Wood

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia
SIE, Series 7, Series 24, Series 63Clean recordMERIT FINANCIAL GROUP, LLC
2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 4314372Firm CRD# 142457

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amelia Babasa Wood · ALPHARETTA, GA
Registration
CRD #4314372 · MERIT FINANCIAL GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MERIT FINANCIAL GROUP, LLC
CRD 142457 · SEC 801-67462
AUM
$7.3B
Regulatory assets under management
Employees
258
25,088 client accounts
Services offered by MERIT FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MERIT FINANCIAL GROUP, LLC →
Introduction

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Frequently Asked Questions

What services does Amelia Babasa Wood offer?
Amelia Babasa Wood specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Amelia Babasa Wood's credentials?
Amelia Babasa Wood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amelia Babasa Wood located?
Amelia Babasa Wood is based in ALPHARETTA, Georgia, working with MERIT FINANCIAL GROUP, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Amelia Babasa Wood charge for services?
Amelia Babasa Wood's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIT FINANCIAL GROUP, LLC?
MERIT FINANCIAL GROUP, LLC has approximately 258 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIT FINANCIAL GROUP, LLC

Gregory Vincent Gerhard
ALPHARETTA, GA
Joseph L Owenby
ALPHARETTA, GA
John Douglas Baxley
ALPHARETTA, GA
CFP
Rick Lee Kent
ALPHARETTA, GA
CFP
William Montgomery Traer
ALPHARETTA, GA
CFP
Kay Lynn Mayhue
ALPHARETTA, GA
CFP

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Research
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