Stephen
Regouby
Merit Financial Advisors
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About this Advisor
Stephen Regouby is a certified financial planner based in Alpharetta, Georgia who has 2 years of relevant experience. Regouby works at Merit Financial Advisors. During their career, the advisor has held roles at 1St Global Capital Corp, Union Financial Advisors, Inc, Avantax Insurance Services, Inc, 1St Global Advisors, Inc, Avantax Advisory Services, Avantax Investment Services, Inc, Lpl Financial LLC and Merit Financial Group, LLC. Regouby maintains a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in Oklahoma. Merit Financial Advisors is a registered investment company operating out of Alpharetta, GA. The company has offices in 40 locations and a total of 217 financial advisors. It oversees $6 billion in assets under management among its 19,368 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 19,368 customer accounts, 22% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a diverse set of services, such as 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Merit Financial Advisors likely are comprised 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
Stephen Regouby Work History
Stephen has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Merit Financial Group, LLC
Union Financial Advisors, Inc
Avantax Advisory Services
Avantax Investment Services, Inc
1St Global Advisors, Inc
Avantax Insurance Services, Inc
1St Global Capital Corp
*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 Stephen Regouby 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
Alpharetta, GA
Alpharetta, GA
Edmond, OK
Alpharetta, GA
Alpharetta, GA
Birmingham, AL
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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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.
