Merit Financial Group LLC
正式名称: MERIT FINANCIAL GROUP, LLC
フルコンタクト詳細
Merit Financial Group LLC
2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA
678-867-7050
678-867-7060
他の情報
Merit Financial Group LLCは、デラウェア州に拠点を置く有限責任会社であり、アドバイザリー役職のうち52人を含む103人の従業員で121人のクライアントに対応しています。同社はSECに承認され、2007年1月31日以来登録されています。
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(704) 237-3753 Menu HomeAbout Us About UsMeet Our TeamIn the CommunityFive-Star Wealth ManagerCompliance DisclosuresOur Process Investment ManagementFinancial PlanningRetirement PlanningClient Login AccountViewRight Capital LoginWealthVisionContact ***Our New Office Location - 150 Fairview Road, …
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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直接の所有者
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AMELIA BABASA WOOD
CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER 所有する 5%未満
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DOUGLAS LEE BLANTON
CHIEF INVESTMENT OFFICER / CHIEF FINANCIAL OFFICER 所有する 5%未満
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FINANCIAL DEVELOPMENT SYSTEMS, LLC
OWNER 所有する 10%以上25%未満
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MERIT FINANCIAL, INC.
OWNER 所有する 50%以上75%未満
-
RICK LEE KENT
CHIEF EXECUTIVE OFFICER 所有する 5%未満
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WISDOM THEORY FINANCIAL HOLDINGS, LLC
OWNER 所有する 10%以上25%未満
間接所有者
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GREGORY VINCENT GERHARD
MEMBER
-
JOSEPH L OWENBY
MANAGING MEMBER 所有する 75%以上
-
KAY LYNN MAYHUE
MANAGING MEMBER 所有する 75%以上
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