Merissa Brinkerhoff
Merissa Brinkerhoff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Prescott, AZ, with 20 years of industry experience. Merissa 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
3179 Lakeview Plaza Lane, Prescott, AZ, 86301
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Merissa works as a financial advisor for Desert Financial Credit Union and Desert Financial Wealth Management since 2021. She dedicates about half of her time to each role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wright Wealth Management Group
Center Street Securities, INC.Broker
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INCBroker
State Registrations9 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.
Exams
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