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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Southlake, TX

Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Southlake, A to Z.

The short answer

2 registered advisors work at Merit Financial Advisors in Southlake, out of 251 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Merit Financial Advisors advisors in Southlake, A to Z

Every Merit Financial Advisors advisor →

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

Merit Financial Advisors advisors in other cities

Alpharetta, GA 121Sheboygan Falls, WI 8Chicago, IL 7Madison, WI 6Pocatello, ID 6Mechanicsburg, PA 5Orchard Park, NY 5Boca Raton, FL 4Issaquah, WA 4Middleton, WI 4Rockville, MD 4American Fork, UT 3Raleigh, NC 3Spokane, WA 3Westfield, NJ 3

Other firms in Southlake

All Southlake advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8

Questions

How many financial advisors does Merit Financial Advisors have in Southlake?

2 investment adviser representatives are registered at Merit Financial Advisors offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 251 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Merit Financial Advisors one of the largest advisor employers in Southlake?

Merit Financial Advisors ranks number 27 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.