Justin Taillon
Justin Taillon is a registered investment advisor at Merit Financial Advisors, based in Alpharetta, GA, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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Regulatory History (1)
Criminal
February 2013Other Business ActivitiesSells Insurance
Justin works full-time as a wealth manager at Merit Financial Advisors. He also sells fixed insurance and annuities through PKS Financial, dedicating a few hours per week, and is a registered representative with Purshe Kaplan Sterling Investments.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Zimmermann Investment Management & Planning LLC
Court Place Advisors LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
State Registrations1 state
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.