Merrill
Waits
Truadvice LLC
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About this Advisor
Merrill Waits is a financial advisor based out of Mclean, Virginia who has 2 years of relevant experience. Waits is an employee of Truadvice LLC. During their career, the advisor has held roles at Lincoln Financial Advisors Corporation, Allstate Financial Services, LLC, Nationwide Securities, LLC, Uturn Equity, Uturn Insurance and Nationwide Insurance. Waits holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Truadvice LLC is a firm based in Sarasota, FL. The investment advisory business has offices in 21 locations and a total of 27 advisors. It administers $939 million in assets under management among its 7,623 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Truadvice LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truadvice LLC Brokerage Details
$938,929,557
27
7,623
$123,171
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Merrill Waits Work History
Merrill has been registered as a financial advisor for 2 years.*
Uturn Equity
Uturn Insurance
Uturn Equity
Nationwide Securities, LLC
Nationwide Insurance
Allstate Financial Services, LLC
Lincoln Financial Advisors Corporation
*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 Merrill Waits 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 Truadvice LLC
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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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