Gary Merge
Gary Merge is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Allison Park, PA, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2858 Oxford Blvd, Allison Park, PA, 15101
Get directionsHistory
Regulatory History (1)
Regulatory
August 1992Other Business ActivitiesSells Insurance
Gary owns a non-variable insurance business since 2004, but spends minimal time on it. He also works for Dukovich Financial Services, Kline, Keppel, Koryak, PC, and Merge & Associates, Inc, dedicating about 10-20% of his time to the accounting firm and about a quarter of his time to Merge & Associates.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Allegheny Capital Management, INC
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Nml Equity Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
First Affiliated Securities, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
New York Life Securities CORP.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.