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Scott Meyer

18 Years of Experience
Alpharetta, GA
BrokerSells Insurance

Scott Meyer is a registered investment advisor, based in Alpharetta, GA, with 18 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

Scott is a Wealth Manager/IAR/Partner at Merit Financial Group, spending full-time hours serving clients. He also works as an insurance agent providing insurance advice, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 11 mos
Merit Financial Advisors
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
LPL Financial LLC
December 2013 - September 2016 · 2 yrs 9 mos
LPL Financial LLCBroker
November 2013 - August 2024 · 10 yrs 9 mos
Financial Telesis INCBroker
February 2013 - November 2013 · 9 mos
Financial Telesis, INC.
February 2013 - November 2013 · 9 mos
Parsonex Advisory Services, INC.
April 2012 - February 2013 · 10 mos
Parsonex Securities, INC.Broker
August 2011 - February 2013 · 1 yr 6 mos
PFS Investments INC.Broker
June 2011 - July 2011 · 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - May 2011 · 1 yr 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2011 · 1 yr 11 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
State Registrations27 states
ALAZCACODCFLGAIDILINLAMAMIMOMSNCNHNJORPARISCTNTXVAVTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Scott Meyer - Financial Advisor | TrueAdvisor