Joseph
Faux

Merit Financial Advisors

CRD#3245953
Investment Advisor
in Williamsport, PA

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About this Advisor

Joseph Faux is a financial advisor based in Williamsport, Pennsylvania, working with Merit Financial Advisors. Joseph has previously held positions at The Comprehensive Financial Group, Ing Financial Partners, Inc, Voya Financial Advisors, Merit Financial Group LLC, Lpl Financial LLC, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Joseph is part of Merit Financial Advisors, which operates out of Williamsport, Pennsylvania. 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 63, Series 66

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

Oaks Plaza 2350 E. Third Street Suite 6
Williamsport, PA 17701

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Merit Financial Advisors Brokerage Details

Total Assets Under Management

$7,252,133,507

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

258

PA Average: 58
Total Number of Accounts

25,088

PA Average: 1,608
Average Account Size

$289,068

PA 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

Joseph Faux Work History

2023 - Present (1 year)

Merit Financial Group LLC

2023 - Present (1 year)

Lpl Financial LLC

2020 - 2023 (3 years)

Cambridge Investment Research, Inc

2020 - 2023 (3 years)

Cambridge Investment Research Advisors, Inc

2014 - 2020 (6 years)

Voya Financial Advisors

2004 - 2014 (10 years)

Ing Financial Partners, Inc

1999 - 2023 (24 years)

The Comprehensive Financial Group

Disclosures

Please visit the SEC profile of Joseph Faux 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

Ronald Mcintire
Alpharetta, GA
Margaret Keough
Issaquah, WA
Connor Brechbill
Alpharetta, GA
Benjamin Michalski
Denver, CO
Nicholas Moon
Alpharetta, GA
Thomas Bakamus
Alpharetta, GA
Joseph Guidish
Alpharetta, GA
Gabriela Huseman
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.

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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.

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