MERIT FINANCIAL GROUP, LLC

MERIT FINANCIAL ADVISORS
ALPHARETTA, Georgia·15 registered advisors·CRD# 142457
SEC# 801-6746247678-867-7050
01

Firm Overview

AUM
$7.3B
Regulatory assets under management
Employees
258
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MERIT FINANCIAL GROUP, LLC

15 registered advisors
Amelia Babasa Wood
ALPHARETTA, Georgia
Andy Kalbaugh
ALPHARETTA, Georgia
Chrissy A Lee
ALPHARETTA, Georgia
Dennis L. Davis
ALPHARETTA, Georgia
Douglas Lee Blanton
ALPHARETTA, Georgia
Gregory Vincent Gerhard
ALPHARETTA, Georgia
John Douglas Baxley
ALPHARETTA, Georgia
Joseph L Owenby
ALPHARETTA, Georgia
Kay Lynn Mayhue
ALPHARETTA, Georgia
Kelly Lee Straub
ALPHARETTA, Georgia
Mark Roald Christensen
ALPHARETTA, Georgia
Michael Kevin Mitchell
ALPHARETTA, Georgia
Raymond S Sclafani
ALPHARETTA, Georgia
Rick Lee Kent
ALPHARETTA, Georgia
William Montgomery Traer
ALPHARETTA, Georgia
05

Office Locations

ALPHARETTA, Georgia
15 advisors

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Data sourced from SEC Form ADV filings. MERIT FINANCIAL GROUP, LLC (CRD# 142457) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.