Michael Baer is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 9 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
Michael provides investment advisory services through Merit Financial Advisors and insurance advice as an agent. He also works as a mascot for the Seattle Sounders and consults for Dialectica, spending minimal time on the latter.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Triad Investment Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations11 states
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