Unclaimed Profile

Dennis L. Davis

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 63, Series 66Clean record21 years registeredMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 4818472Firm CRD# 142457

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis L. Davis · ALPHARETTA, GA

Registration

CRD #4818472 · MERIT FINANCIAL GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL ADVISORS

Jan 2008 – Aug 2018

BIRMINGHAM, AL

SECURITIES AMERICA ADVISORS, INC.

Jul 2005 – Jan 2008

ALPHARETTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 18, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Dennis L. Davis offer?

Dennis L. Davis specializes in Financial Planning, Investment Management, Wealth Management.

What are Dennis L. Davis's credentials?

Dennis L. Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis L. Davis located?

Dennis L. Davis is based in ALPHARETTA, Georgia, last registered with MERIT FINANCIAL GROUP, LLC.

How does Dennis L. Davis charge for services?

Dennis L. Davis'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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