Carly Hensley is a registered investment advisor, based in Alpharetta, GA, with 20 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carly is an investment advisor with Merit Financial Group, spending full-time hours servicing clients. She also provides insurance advice as an agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
December 2010 - August 2024 · 13 yrs 8 mos
Securities America Advisors, INC.
August 2008 - December 2010 · 2 yrs 4 mos
Securities America, INC.Broker
April 2005 - December 2010 · 5 yrs 8 mos
State Registrations5 states
CAFLMONCSC
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.