Unclaimed Profile

Douglas Lee Blanton

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

SIE, Series 6, Series 7, Series 52, Series 63, Series 65Clean record23 years registeredMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 2580584Firm CRD# 142457

Profile Verification

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

Identity

Douglas Lee Blanton · ALPHARETTA, GA

Registration

CRD #2580584 · MERIT FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL ADVISORS

May 2012 – Nov 2023

ALPHARETTA, GA

RONALD BLUE & CO. LLC

Feb 2003 – Jul 2011

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 52

Series 63

Series 65

Registration record

First registered · February 24, 2003

Years registered · 23

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

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALPHARETTA?

Browse all registered financial advisors in ALPHARETTA, Georgia or claim this profile if it's yours.

Browse ALPHARETTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas Lee Blanton offer?

Douglas Lee Blanton specializes in Financial Planning, Investment Management, Wealth Management.

What are Douglas Lee Blanton's credentials?

Douglas Lee Blanton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Lee Blanton located?

Douglas Lee Blanton is based in ALPHARETTA, Georgia, last registered with MERIT FINANCIAL GROUP, LLC.

How does Douglas Lee Blanton charge for services?

Douglas Lee Blanton'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →