Brandy
Merriam
Householder Group Estate & Retirement Specialists
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About this Advisor
Brandy Merriam is a financial advisor operating in Colorado Springs, Colorado with 2 years of industry experience. Merriam currently works for Householder Group Estate & Retirement Specialists. The advisor has gained experience at Ameriprise Financial Services, LLC, Lpl Financial, LLC and Householder Group Estate & Retirement Specialists. Merriam holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. Householder Group Estate & Retirement Specialists is a business based out of Scottsdale, AZ. It has offices in 27 locations and a total of 96 financial advisors. It oversees $1 billion in assets across its 6,426 client accounts, making it one of the larger firms in the country by assets under management. Of its 6,426 accounts, 98% are held by high-net-worth investors who have more than $1 million in investable assets. The company provides a broad set of services, including 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 management fees largely vary depending on which service is offered. Fee types charged by Householder Group Estate & Retirement Specialists can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,081,197,518
96
6,426
$168,254
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
Brandy Merriam Work History
Brandy has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Householder Group Estate & Retirement Specialists
Ameriprise Financial Services, 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 Brandy Merriam 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 Householder Group Estate & Retirement Specialists
Lancaster, CA
Edmond, OK
Houston, TX
Columbus, MS
Clackamas, OR
Rancho Mirage, CA
Englewood, CO
Scottsdale, AZ
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