Joseph
Owenby

Merit Financial Advisors

CRD#2006419
Investment Advisor
in Atlanta, GA
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About this Advisor

Joseph Owenby is a certified financial planner whose office is in Atlanta, Georgia. Currently an advisor with Merit Financial Advisors, they have gathered an impressive 30 years of professional experience as an investment advisor. Owenby holds a Series 63 license, qualifying them as a securities broker. Owenby is registered to act as a financial advisor in Georgia, Texas and Louisiana. Their career trajectory has included roles at Lpl Financial LLC, Financial Development Corp, Mutual Service Corporation and Merit Financial Group, LLC (Dba: Merit Financial Advisors, LLC). Merit Financial Advisors is headquartered in Atlanta, Georgia, and has 12 locations in the country. As a company, Merit Financial Advisors oversees $1 billion in assets dispersed across 5,172 accounts and retains more than 88 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 5,130 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 11% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Merit Financial Advisors can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

750 Hammond Drive Building Two
Atlanta, GA 30328

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Merit Financial Advisors Brokerage Details

Total Assets Under Management

$1,484,914,106

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

91

GA Average: 58
Total Number of Accounts

5,954

GA Average: 1,608
Average Account Size

$249,398

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Owenby Work History

Joseph has 30 years of experience.

2014 - Present (5 years)

Merit Financial Group, LLC (Dba: Merit Financial Advisors, LLC)

2009 - Present (10 years)

Lpl Financial LLC

1999 - 2009 (10 years)

Mutual Service Corporation

1988 - 2013 (25 years)

Financial Development Corp

Disclosures

Joseph Owenby has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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