Deborah Lynn Dougherty

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:

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

Current Employers

Employment History

• 02/2018 → 08/2024
  Lpl Financial, Llc
  Albany, GA
• 10/2013 → 02/2018
  Ivnest Financial Corporation
  Albany, GA
• 05/2022 → Present
  Merit Financial Advisors
  Albany, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1. Merit Financial Advisors. Invesment related. At registered location. RIA. IAR. Admin. 2/14/2018. 160. 160. I provide administrative support to Merit Financial Group, LLC, an independent investment advisor firm. 2. BPOE Elks. Not investment-related. 3213 Gillionville Road, Albany GA 31721. Bar. Vice President. 04/01/2026. 10. 0. Assist President with leadership functions of Albany Elks Lodge #713 3. Notary. Not investment-related. At registered location. Notary. Notary Public. 8/29/2018. 1. 1. Notarize documents. 4. PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 5. Move Christian Church; Not Investment-Related;1501 Whispering Pines Road, Albany, GA 31707; Finance Committee; Member; 01/01/2026; 5 hours monthly; -1 hours during securities trading hours; Assist with budget preparation and monitoring; Assist in allocating funds where necessary. Will not have control over any money or bank accounts. 6. Common Grounds Outreach, Inc.; Not investment-related; Leesburg, Georgia; To serve on the Board of Directors for Common Grounds, a 501(c)(3) charitable organization; Secretary; 02/01/2026; 5 hours monthly; 0 hours during securities trading hours; Common Grounds exists to serve individuals experiencing homelessness and hardship by providing meals, essential resources, compassionate support, and prayer, while sharing hope and honoring God through community outreach.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-26
• S63 Uniform Securities Agent State Law Examination
  2023-11-29

Other Names

• Deborah Lynn Stradley
• Deborah Lynn Peterson
• Deborah Dougherty