Unclaimed Profile

Kay Lynn Mayhue

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record23 years registeredMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 3138135Firm CRD# 142457

Profile Verification

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

Identity

Kay Lynn Mayhue · ALPHARETTA, GA

Registration

CRD #3138135 · MERIT FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MERIT FINANCIAL ADVISORS

Nov 2017 – present

STRATOS WEALTH PARTNERS, LTD

Feb 2013 – Oct 2017

ATLANTA, GA

LIFESTYLE PLANNING SOLUTIONS, LLC

Jul 2012 – Aug 2019

ALPHARETTA, GA

LPL FINANCIAL LLC

May 2012 – May 2013

ALPHARETTA, GA

COMMERCE WEALTH ADVISERS, LLC

May 2010 – May 2012

ATLANTA, GA

BILTMORE CAPITAL ADVISORS

Jun 2007 – Jun 2012

FRISCO, TX

FSC SECURITIES CORPORATION

Jan 2006 – May 2010

FRISCO, TX

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2002 – Jan 2006

FRISCO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 26, 2002

Years registered · 23

Professional designation · CFP

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 Kay Lynn Mayhue offer?

Kay Lynn Mayhue specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Kay Lynn Mayhue's credentials?

Kay Lynn Mayhue holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kay Lynn Mayhue located?

Kay Lynn Mayhue 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 Kay Lynn Mayhue charge for services?

Kay Lynn Mayhue'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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