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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Washington

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

The short answer

11 registered advisors work at Merit Financial Advisors in Washington, out of 251 nationwide; it's the firm's number 4 state by advisors, and the most are in Issaquah (4). 3 list the CFP designation and 10 are also registered broker representatives.

Merit Financial Advisors advisors by city in Washington

Every firm in Washington →

Issaquah 4Spokane 3Bellingham 1Bothell 1Des Moines 1Seattle 1

Merit Financial Advisors advisors in Washington, 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 12Pennsylvania 10Florida 9Texas 8Idaho 7Maryland 6Kansas 5North Carolina 5New York 5Oklahoma 5Montana 4California 3New Jersey 3Utah 3

Questions

How many Merit Financial Advisors financial advisors are in Washington?

11 investment adviser representatives are registered at Merit Financial Advisors offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 3 list the CFP designation and 10 are also registered as broker representatives.

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

Issaquah, with 4, then Spokane (3). Merit Financial Advisors has advisors in 6 cities in Washington.

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

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.