James
Colbourne
Merit Financial Advisors
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About this Advisor
James Colbourne is a financial advisor operating in Alpharetta, Georgia with 7 years of industry experience. Colbourne is on the advisory team at Merit Financial Advisors. Their career trajectory has included roles at Stephens Inc, Lpl Financial LLC and Merit Financial Group, LLC. Colbourne has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and Texas. Merit Financial Advisors is a registered investment company based out of Alpharetta, GA. The company has offices in 40 locations and a total of 217 people on staff. It administers $6 billion in assets among its 19,368 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 18 charitable organizations. Of its 19,368 accounts, 22% belong to high-net-worth clients who have more than $1 million in investable assets. Merit Financial Advisors provides a number 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 advisory fee schedules typically depend on which service is offered. However, fee types charged by Merit Financial Advisors most likely are comprised of 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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Merit Financial Advisors Brokerage Details
$5,522,570,668
217
19,368
$285,139
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
James Colbourne Work History
James has been registered as a financial advisor for 7 years.*
Merit Financial Group, LLC
Lpl Financial LLC
Stephens 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 James Colbourne 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
Alpharetta, GA
Alpharetta, GA
Lawrenceville, GA
Birmingham, AL
Birmingham, AL
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
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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