Zachary
Mersberger
Merit Financial Advisors
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About this Advisor
Zachary Mersberger is a financial advisor based in Alpharetta, Georgia, working with Merit Financial Advisors. Zachary has previously held positions at Mersberger Financial Group, Ing Financial Partners, Voya Financial Advisors, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, M Squared Advisory, LLC, Lpl Financial LLC, and Merit Financial Group, LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Zachary 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
Zachary Mersberger Work History
Lpl Financial LLC
Merit Financial Group, LLC
M Squared Advisory, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Voya Financial Advisors
Ing Financial Partners
Mersberger Financial Group
Disclosures
Please visit the SEC profile of Zachary Mersberger 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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