William
Focia
Merit Financial Advisors
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About this Advisor
William Focia is a financial advisor working out of Birmingham, Alabama who has 6 years of industry experience. Focia is an employee of Merit Financial Advisors. Over the course of their career, Focia has held roles at Bank Of America, N.A, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC and Merit Financial Group LLC (Merit Financial Advisors). Focia has Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Alabama and Louisiana. Merit Financial Advisors is a company that has its headquarters in Alpharetta, GA. The company has offices in 40 locations and a total of 217 advisors. It oversees $6 billion in total assets among its 19,368 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 19,368 customer accounts, 22% are associated with high-net-worth individuals who have at least $1 million in investable assets. Merit Financial Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees vary depending on which services are provided. Fees charged by Merit Financial Advisors likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$5,522,570,668
217
19,368
$285,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Focia Work History
William has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Merit Financial Group LLC (Merit Financial Advisors)
Wells Fargo Clearing Services, LLC
Bank Of America, N.A
Wells Fargo Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Focia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Birmingham, AL
Alpharetta, GA
Lawrenceville, GA
Alpharetta, GA
Alpharetta, GA
Birmingham, AL
Alpharetta, GA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
