Deborah
Dougherty
Merit Financial Advisors
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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
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
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
Merit Financial Advisors
Lpl Financial, LLC
Ivnest Financial Corporation
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
Issaquah, WA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Lawrenceville, GA
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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.
