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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Montana

Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Montana, by city and A to Z.

The short answer

4 registered advisors work at Merit Financial Advisors in Montana, out of 251 nationwide; it's the firm's number 14 state by advisors, and the most are in Billings (1). 2 list the CFP designation and 0 are also registered broker representatives.

Merit Financial Advisors advisors by city in Montana

Every firm in Montana →

Billings 1Bozeman 1Kalispell 1Montana 1

Merit Financial Advisors advisors in Montana, A to Z

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Merit Financial Advisors advisors in every state →Merit Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Merit Financial Advisors in other states

Georgia 124Wisconsin 22Illinois 12Washington 11Pennsylvania 10Florida 9Texas 8Idaho 7Maryland 6Kansas 5North Carolina 5New York 5Oklahoma 5California 3New Jersey 3Utah 3

Questions

How many Merit Financial Advisors financial advisors are in Montana?

4 investment adviser representatives are registered at Merit Financial Advisors offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Montana does Merit Financial Advisors have the most advisors?

Billings, with 1, then Bozeman (1). Merit Financial Advisors has advisors in 4 cities in Montana.

How do I check a Merit Financial Advisors advisor in Montana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merit Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.