SD
CFP
SD
CFP

Steven Denton

22 Years of Experience
Alpharetta, GA
BrokerSells Insurance

Steven Denton is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 22 years of industry experience.

Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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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 ActivitiesSells Insurance

Steven is an investment advisor with Merit Financial Group since August 2024, dedicating full-time hours to serving clients. He also provides insurance advice as an agent and works as a Deputy Town Manager for the Town of Stanley, NC, dedicating minimal time to this role.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
December 2020 - August 2024 · 3 yrs 8 mos
Dempsey Lord Smith, LLCBroker
November 2019 - December 2020 · 1 yr 1 mo
Dempsey Lord Smith, LLC
November 2019 - December 2020 · 1 yr 1 mo
Vanguard Advisers, INC.
October 2014 - September 2019 · 4 yrs 11 mos
Vanguard Marketing CorporationBroker
October 2003 - September 2019 · 15 yrs 11 mos
Edward JonesBroker
August 2003 - September 2003 · 1 mo
State Registrations8 states
CAFLKYLANCSCTXVA
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.
Steven Denton - Financial Advisor | TrueAdvisor