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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Oklahoma

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

The short answer

6 registered advisors work at Merit Financial Advisors in Oklahoma, out of 251 nationwide; it's the firm's number 13 state by advisors, and the most are in Tulsa (2). 2 list the CFP designation and 3 are also registered broker representatives.

Merit Financial Advisors advisors by city in Oklahoma

Every firm in Oklahoma →

Tulsa 2Edmond 1Perry 1Stillwater 1

Merit Financial Advisors advisors in Oklahoma, 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 5Montana 4California 3New Jersey 3Utah 3

Questions

How many Merit Financial Advisors financial advisors are in Oklahoma?

6 investment adviser representatives are registered at Merit Financial Advisors offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

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

Tulsa, with 2, then Edmond (1). Merit Financial Advisors has advisors in 4 cities in Oklahoma.

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

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.