Dana
Pierce

Merit Financial Advisors

CRD#4110474
Investment Advisor
in Alpharetta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dana Pierce is a certified financial planner operating out of Alpharetta, Georgia with a total of 5 years of industry experience. Pierce is an employee of Merit Financial Advisors. Over the course of their career, Pierce has held roles at Lpl Financial, LLC, Clearbridge Wealth Management, Inc and Merit Financial Group Dba Consilium Associates. Pierce holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Merit Financial Advisors is a financial advisory firm that has its headquarters in Alpharetta, GA. The firm has offices in 40 locations and a total of 217 advisors. It controls $6 billion in assets under management between its 19,368 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 19,368 client accounts, 22% are associated with high-net-worth individuals who have greater than $1 million in assets. Merit Financial Advisors performs a diverse set 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. Fees charged by financial advisors usually are based on the type of services. Fees charged by Merit Financial Advisors likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2400 Lakeview Parkway Suite 550
Alpharetta, GA 30009

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merit Financial Advisors Brokerage Details

Total Assets Under Management

$5,522,570,668

GA Average: $3,570,121,308
Total Number of Employees

217

GA Average: 58
Total Number of Accounts

19,368

GA Average: 1,608
Average Account Size

$285,139

GA Average: $2,220,225

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

Dana Pierce Work History

Dana has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Merit Financial Group Dba Consilium Associates

2013 - 2018 (5 years)

Clearbridge Wealth Management, Inc

2007 - 2018 (11 years)

Lpl Financial, 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 Dana Pierce 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

Billy Grissom
Alpharetta, GA
Patrice Cobb
Alpharetta, GA
Scott Meyer
Alpharetta, GA
Craig Anderson
Lawrenceville, GA
Laura Sithens
Alpharetta, GA
Caleb Tucker
Alpharetta, GA
Peter Abbate
Alpharetta, GA
Timothy Nelson
Edmond, OK

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started