Baylee Bryant is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 4 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
Get directionsHistory
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
Baylee is an Investment Advisor Representative (IAR) with Merit Financial Group, dedicating full-time hours to serving clients. Baylee also works as an insurance agent selling fixed/traditional insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations14 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.