John
Baxley
Merit Financial Advisors
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About this Advisor
John Baxley is a financial advisor based in Knoxville, Tennessee, working with Merit Financial Advisors. John has previously held positions at Securities Service Network, Inc, Ladenburg Thalmann & Co., Inc, Ladenburg Thalmann Asset Management, Ssn Advisory, Inc, Merit Financial Group LLC, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Silver Oak Securities Inc, and Lpl Financial LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Tennessee. Currently, John is part of Merit Financial Advisors, which operates out of Knoxville, Tennessee. 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
John Baxley Work History
Merit Financial Group LLC
Lpl Financial LLC
Silver Oak Securities Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Ladenburg Thalmann & Co., Inc
Ladenburg Thalmann Asset Management
Securities Service Network, Inc
Ssn Advisory, Inc
Disclosures
Please visit the SEC profile of John Baxley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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