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Andrew Scott Lubben

Merit Financial Advisors

Alpharetta, GA

Alpharetta, GA

CRD 4631543

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Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2015-11-03
LA RA APPROVED 2015-10-15
TX RA APPROVED 2015-10-15
  • GA RA
    APPROVED
    Since 2015-11-03
  • LA RA
    APPROVED
    Since 2015-10-15
  • TX RA
    APPROVED
    Since 2015-10-15

Branch Locations

11675 Rainwater Drive, Suite 625, Alpharetta, GA 30009 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merit Financial Advisors Alpharetta GA 10/2015 Present
Previous Registrations
  • 2003-02-24 → 2015-10-14
    Ronald Blue & Co., Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-12
  • S65 Uniform Investment Adviser Law Examination
    1999-11-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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