David Elder is a registered investment advisor, based in Alpharetta, GA, with 19 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History
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
David is a wealth manager/partner at Merit Financial Group since 2015, providing financial advice full-time. He is also an independent insurance agent since 2024, providing insurance advice a few hours per week, and a freelance musician since 2021, dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Securities America, INC.Broker
Amg Financial Strategies, INC.
Cambridge Investment Research, INC.Broker
State Registrations9 states
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