Merit Financial Advisors
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About this Advisor
Kelly Straub is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor at Merit Financial Advisors, Straub has 17 years of work experience. Straub has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Straub is able to operate in North Carolina. During their career, the advisor has held roles at Securities America, Inc, Securities America Advisors, Inc, Straub & King Retirement Planning, LLC, Kelly Straub, Sharp Advisors, Lpl Financial LLC and Merit Financial Advisors, LLC. Merit Financial Advisors is based out of Charlotte, North Carolina, and has 12 additional offices in the country. In total, Merit Financial Advisors manages $1 billion in assets dispersed across 5,172 accounts and employs more than 88 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 5,130 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Merit Financial Advisors Brokerage Details
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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
Kelly Straub Work History
Kelly has 17 years of experience.
Lpl Financial LLC
Merit Financial Advisors, LLC
Securities America, Inc
Securities America Advisors, Inc
Straub & King Retirement Planning, LLC
Kelly Straub has no disclosures.
Please visit their SEC profile for more details.