JM
Joshua Mersberger
from Merit Financial Advisors
Joshua Mersberger is a financial advisor based in Georgia, Alpharetta,
with 16 years of experience. Joshua currently works for
Merit Financial Advisors.
Joshua maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joshua Mersberger works at Merit Financial Advisors
Merit Financial Advisors is a financial advisory firm based in Alpharetta, Georgia. It currently has approximately $5,483,416,255 of assets under management and employs about 217 people. Merit Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and consulting fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and consulting fees
Office location
2400 Lakeview Parkway, Suite 550, Alpharetta, Georgia, 30009
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