Merit- Financial Advisor Frisco, TX

Home > Financial Advisor Directory > texas > frisco

About Merit

Merit Financial Advisors is a team of wealth professionals specializing in the key areas of financial planning enabling us to provide the best in class service and advice. We offer a wide range of services to meet your personal goals, such as: financial, tax and estate planning; risk management and the creation of personalize investment strategies. Our focus is to add value and assist clients through life's big transitions: retirement, divorce, widow/widower hood, loss or transition of a job . We offer a complementary initial in-person meeting at our Frisco or Southlake location, on the phone or via zoom.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, and Merit Financial Advisors are separate entities from LPL Financial.

Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client's personal growth along with their financial goals.

We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.

Our mission is to create the ultimate client experience. We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.

See Disclosures

General Information

Firm Start Year

1994

No. of Employees

50-99

Firm CRD#

142457

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

The North Texas team at Merit Financial Advisors collectively has upwards of 100 years of industry experience. That experience ranges from Private Wealth and CFO services, Executive Planning, Retirement Income Planning, Legacy and Philanthropic planning to in- house investment management.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Wealth Management, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CAS^™

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Variable Life

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

700,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

200,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee, Commissions

Fee % Based on Assets

Education

BBA Financial Planning - Financial Planning

University of North Texas
8/15/1998 -05/15/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.meritfinancialadvisors.com/compliance/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888988/paladinregistry-Merit-detailed-disclosure.html

Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC, Merit, Merit Financial Advisors, are separate entities from LPL Financial. Site Map | Terms of Service & Privacy Policy | Compliance Disclosures

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Merit