Deborah
Dougherty

Merit Financial Advisors

CRD#6265394
Investment Advisor
in Alpharetta, GA

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About this Advisor

Deborah Dougherty is a financial advisor based in Alpharetta, Georgia, working with Merit Financial Advisors. Deborah has previously held positions at Lpl Financial, LLC, Ivnest Financial Corporation, and Merit Financial Advisors. Deborah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Deborah is part of Merit Financial Advisors, which operates out of Alpharetta, Georgia. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2400 Lakeview Parkway Suite 550
Alpharetta, GA 30009

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Merit Financial Advisors Brokerage Details

Total Assets Under Management

$7,252,133,507

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

258

GA Average: 58
Total Number of Accounts

25,088

GA Average: 1,608
Average Account Size

$289,068

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
  • Educational seminars/workshops

Deborah Dougherty Work History

2022 - Present (2 years)

Merit Financial Advisors

2018 - Present (6 years)

Lpl Financial, LLC

2013 - 2018 (5 years)

Ivnest Financial Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Deborah Dougherty 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

Connor Brechbill
Alpharetta, GA
Margaret Keough
Issaquah, WA
Bret Hackett
Southlake, TX
Julia Nicol
Alpharetta, GA
Jason Straub
Alpharetta, GA
Wendy Gregory
Alpharetta, GA
Joshua Preiss
Sheboygan Falls, WI
Ronald Mcintire
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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