MERIT FINANCIAL ADVISORS ACTIVE IA

FINRA firm 142457 · ALPHARETTA, GA · view on BrokerCheck ↗

Key facts

FINRA firm ID
142457
Firm name
MERIT FINANCIAL ADVISORS
Other names / DBAs
ALLEGIANCE ADVANTAGE GROUP; WORKSITE FINANCIAL WELLNESS; WEALTH REALM; UNION FINANCIAL ADVISORS; THE RETIREMENT COACH; THE MERIT RETIREMENT ADVANTAGE; THE FAMILY HUG; SIMPLIFIED FINANCIAL; SHARP ADVISORS; SAFEGUARD WEALTH MANAGEMENT; REASON FINANCIAL; PRICE FINANCIAL GROUP; PIONEER FINANCIAL; NEXTSTAGE CONSULTING; MERSBERGER FINANCIAL GROUP; MERIT WEALTH ADVISORS; MERIT FINANCIAL INC; MERIT FINANCIAL GROUP, LLC; MERIT FINANCIAL ADVISORS LLC; MERIT FINANCIAL ADVISORS; MERIT 401(K) MAXIMIZER; MERIT; KIRSCH & ASSOCIATES; KING FINANCIAL PARTNERS; INDEPENDENT ADVISOR PARTNERS; GUIDED CAPITAL WEALTH MANAGEMENT; GLOBAL WEALTH ADVISORS; FINANCIAL DEVELOPMENT SYSTEMS; FIDUCIARY SERVICES; CPA RETIREMENT NETWORK; CONSILIUM FINANCIAL GROUP; CONSILIUM ASSOCIATES; BOTSFORD PRIVATE WEALTH; BOTSFORD FINANCIAL GROUP; BOTSFORD FINANCIAL; BLUHAWK WEALTH MANAGEMENT; BAUTZ FAMILY FINANCIAL; ALLEGIANCE RETIREMENT SOLUTIONS; ALLEGIANCE FINANCIAL STRATEGIES GROUP
IA scope
ACTIVE
SEC IA file
801-67462
Branches
273
Disclosure events
No
HQ
ALPHARETTA, GA, 30009, United States

Run KYC screen

Check MERIT FINANCIAL ADVISORS across OFAC + UFLPA + CSL + SAM + OIG + DOJ + CFTC + CFPB + courts + Fed + NHTSA + CISA + FINRA ↗