Unclaimed Profile

Joseph L Owenby

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 24, Series 63Clean record12 years registeredMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 2006419Firm CRD# 142457

Profile Verification

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

Identity

Joseph L Owenby · ALPHARETTA, GA

Registration

CRD #2006419 · MERIT FINANCIAL GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL ADVISORS

Dec 2014 – Jul 2025

Roswell, GA

LPL FINANCIAL LLC

May 2014 – Oct 2015

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 13, 2014

Years registered · 12

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 Joseph

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

Not sure if Joseph 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 Joseph L Owenby offer?

Joseph L Owenby specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph L Owenby's credentials?

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

Where is Joseph L Owenby located?

Joseph L Owenby is based in ALPHARETTA, Georgia, last registered with MERIT FINANCIAL GROUP, LLC.

How does Joseph L Owenby charge for services?

Joseph L Owenby'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 →