Laura
Sithens

Merit Financial Advisors

CRD#4068196
Investment Advisor
in Roswell, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Laura Sithens is a financial advisor based in Roswell, Georgia, working with Merit Financial Advisors. Laura has previously held positions at Atlanta Capital Group, Merit Financial Group, LLC (Merit Financial Advisors, LLC), and Lpl Financial LLC. Laura has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Laura is part of Merit Financial Advisors, which operates out of Roswell, 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 65, Series 63

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

1025 Old Roswell Road Suite 104
Roswell, GA 30076

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

$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

Laura Sithens Work History

2017 - Present (7 years)

Lpl Financial LLC

2015 - Present (9 years)

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

2015 - 2017 (2 years)

Lpl Financial LLC

2013 - 2015 (2 years)

Atlanta Capital Group

Disclosures

Please visit the SEC profile of Laura Sithens 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

Craig Anderson
Lawrenceville, GA
Thomas Bakamus
Alpharetta, GA
Ronald Mcintire
Alpharetta, GA
Benjamin Michalski
Denver, CO
Wendy Gregory
Alpharetta, GA
Julia Nicol
Alpharetta, GA
Joshua Preiss
Sheboygan Falls, WI
Nicholas Moon
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.

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