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Mark Roald Christensen

MERIT FINANCIAL GROUP, LLC·ALPHARETTA, Georgia
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2400 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 6414213Firm CRD# 142457
01

About

Mark Roald Christensen is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with MERIT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERIT FINANCIAL GROUP, LLC
MERIT FINANCIAL ADVISORS
AUM
$7.3B
Regulatory assets under management
Employees
258
Total firm employees
View all advisors at MERIT FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 6414213
Firm CRD# 142457
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Roald Christensen offer?
Mark Roald Christensen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
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, working with MERIT FINANCIAL GROUP, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
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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Other advisors in ALPHARETTA
John Douglas Baxley — MERIT FINANCIAL GROUP, LLCGregory Allan Rutherford — ELITE TAMP LLCKurt Lawrence Wright — QUADRANT REAL ESTATE ADVISORS LLCWalter Ronald Huggins — QUADRANT REAL ESTATE ADVISORS LLCBryan B. Hamm — MEDALIST PARTNERS CORPORATE FINANCE LLC
Nearby cities in Georgia
ATLANTA (1557)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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