Merissa Lynn Brinkerhoff

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 12/2021
  Center Street Securities, Inc.
  Prescott, AZ
• 08/2015 → 12/2021
  Wright Wealth Management Group
  Prescott, AZ
• 12/2021 → Present
  Raymond James Financial Services, Inc.
  Prescott, AZ
• 12/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Prescott, AZ
• 12/2021 → Present
  Desert Financial Wealth Management
  Prescott, AZ
• 12/2021 → Present
  Desert Financial Credit Union
  Prescott, AZ

Previous Registrations

• 2015-09-30 → 2022-02-04
  Wright Wealth Management Group
  Prescott, AZ
• 2010-10-15 → 2012-06-28
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2010-04-13 → 2010-10-15
  St Johns Wealth Management
  Prescott, AZ

Other Businesses

(1)Name of Business: Desert Financial Credit Union Address: 3179 Lakeview Plaza Lane, Prescott, AZ, 86301, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: Desert Financial Wealth Management Address: 3179 Lakeview Plaza Lane, Prescott, AZ, 86301, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-06
• S65 Uniform Investment Adviser Law Examination
  2009-12-14

Other Names

• Merissa Lynn Wells
• Merissa Lynn Brinkerhoft