Merit Financial Group LLC
Nom légal: MERIT FINANCIAL GROUP, LLC
Coordonnées complètes
Merit Financial Group LLC
2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA
678-867-7050
678-867-7060
Autre info
Le groupe financier Merit Financial Group LLC est une société à responsabilité limitée basée dans le Delaware qui sert 121 clients avec un effectif de 103 employés, dont 52 sont dans des rôles consultatifs. La société est approuvée par la SEC et est enregistrée depuis le 31 janvier 2007.
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Jeff Ackler, CFP® with Merit Wealth Advisors
Our mission is to help our clients create, preserve, and transfer wealth by clearly understanding their financial goals. We strive to strengthen our long-term relationships through professionalism, friendliness, and reliability by providing a superior client experience.
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Propriétaires directs
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AMELIA BABASA WOOD
CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER possède Moins de 5%
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DOUGLAS LEE BLANTON
CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER possède Moins de 5%
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FINANCIAL DEVELOPMENT SYSTEMS, LLC
OWNER possède plus de 10% mais moins de 25%
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MERIT FINANCIAL, INC.
OWNER possède plus de 50% mais moins de 75%
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RICK LEE KENT
CHIEF EXECUTIVE OFFICER possède Moins de 5%
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WISDOM THEORY FINANCIAL HOLDINGS, LLC
OWNER possède plus de 10% mais moins de 25%
Propriétaires indirects
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GREGORY VINCENT GERHARD
MEMBER
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JOSEPH L OWENBY
MANAGING MEMBER possède 75% ou plus
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KAY LYNN MAYHUE
MANAGING MEMBER possède 75% ou plus