Unclaimed Profile

Mark Roald Christensen

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 24, Series 66Clean record11 years registeredMERIT FINANCIAL GROUP, LLC

2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 6414213Firm CRD# 142457

Profile Verification

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

Identity

Mark Roald Christensen · ALPHARETTA, GA

Registration

CRD #6414213 · MERIT FINANCIAL GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL ADVISORS

Mar 2022 – Apr 2023

ALPHARETTA, GA

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2018 – Dec 2021

MYRTLE BEACH, SC

EDELMAN FINANCIAL SERVICES, LLC

Mar 2015 – Nov 2018

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 10, 2015

Years registered · 11

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 Mark Roald Christensen offer?

Mark Roald Christensen specializes in Financial Planning, Investment Management, Wealth Management.

What are Mark Roald Christensen's credentials?

Mark Roald Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Roald Christensen located?

Mark Roald Christensen is based in ALPHARETTA, Georgia, last registered with MERIT FINANCIAL GROUP, LLC.

How does Mark Roald Christensen charge for services?

Mark Roald Christensen'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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