Joy
Kirsch
Merit Financial Advisors
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About this Advisor
Joy Kirsch is a certified financial planner who works out of Alpharetta, Georgia with a total of 4 years of industry experience. Kirsch is an advisor for Merit Financial Advisors. During their career, the advisor has held roles at Lpl Financial LLC and Merit Financial Group, LLC (Dba: Merit Financial Advisors). Kirsch has a Series 63 license, designating them as a securities agent, and is able to operate in Louisiana and Texas. Merit Financial Advisors is a financial advisory business that has its headquarters in Alpharetta, GA. It has offices in 40 locations and a total of 217 advisors. It administers $6 billion in assets under management among its 19,368 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 18 charities and foundations. Of its 19,368 customer accounts, 22% belong to high-net-worth clients who have more than $1 million in assets. The business provides a number of services, including 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 vary depending on the services offered. Fees billed by Merit Financial Advisors likely include any combination 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
Joy Kirsch Work History
Joy has been registered as a financial advisor for 4 years.*
Merit Financial Group, LLC (Dba: Merit Financial Advisors)
Lpl Financial LLC
*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 Joy Kirsch 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
Birmingham, AL
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.
