Glen Merritt
Glen Merritt is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 22 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
1151 Hammond Dr, Suite 240, Atlanta, GA, 30346
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Gv Capital Management,inc.
Securian Financial Services, INC.Broker
Gv Financial Advisors, INC.
State Registrations14 states
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