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Glen Merritt

Raymond James Financial Services Advisors, INC
23 Years of Experience
Atlanta, GA
Broker
View SEC Summary
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Glen Merritt is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 23 years of industry experience. Glen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1151 Hammond Dr, Suite 240, Atlanta, GA, 30346

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Glen is the Chair of the Board for Advocates for Children, a non-profit organization, dedicating a few hours per week to this role. He also owns two support companies, GAM Financial, Inc. and Merritt Financial, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2011 - Present · 15 yrs 6 mos
Raymond James Financial Services, INC.Broker
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
March 2006 - March 2011 · 5 yrs
Raymond James & Associates, INC.Broker
February 2006 - March 2011 · 5 yrs 1 mo
Gv Capital Management,inc.
October 2005 - March 2006 · 5 mos
Securian Financial Services, INC.Broker
September 2004 - February 2006 · 1 yr 5 mos
Gv Financial Advisors, INC.
April 2003 - March 2006 · 2 yrs 11 mos
State Registrations16 states
ALCACODCFLGAILINLANCNJNYPASCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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