Richard
Merican
Capital Wealth Alliance, LLC
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About this Advisor
Richard Merican is a financial advisor working out of Scottsdale, Arizona. Merican works at Capital Wealth Alliance, LLC. Over the course of their career, they have held roles at Non-Variable Insurance, Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Kingswood Capital Partners, LLC, Capital Wealth Alliance, LLC and Rdw & Associates. Merican holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Capital Wealth Alliance, LLC is an advisory business operating out of Scottsdale, AZ. The investment advisory business has a total of seven employees. It oversees $218 million in total assets across its 1,342 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,342 accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Capital Wealth Alliance, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically are based on the financial services offered. Fees charged by Capital Wealth Alliance, LLC likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Wealth Alliance, LLC Brokerage Details
$218,226,695
7
1,342
$162,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Merican Work History
Richard has been registered as a financial advisor for 0 years.*
Kingswood Capital Partners, LLC
Capital Wealth Alliance, LLC
Rdw & Associates
Non-Variable Insurance
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
*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 Richard Merican 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 Capital Wealth Alliance, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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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