Brian Martin

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

• 03/2010 → 11/2016
  Wells Fargo Advisors Llc
  Roswell, GA
• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  Roswell, GA
• 04/2018 → 08/2024
  Lpl Financial, Llc
  Alpharetta, GA
• 04/2018 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2010-03-24 → 2018-05-01
  Wells Fargo Clearing Services, Llc
  Woodstock, GA
  Roswell, GA
  Atlanta, GA
  Atlanta, GA
  Alpharetta, GA
  Atlanta, GA
  Alpharetta, GA
  Atlanta, GA
  Milton, GA
  Roswell, GA
• 2009-06-01 → 2010-04-14
  Morgan Stanley
  Atlanta, GA
• 2004-03-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2003-06-23 → 2004-02-17
  A. G. Edwards & Sons, Inc.
  Atlanta, GA
• 2003-03-03 → 2003-07-18
  Ameriprise Financial Services, Llc
  Atlanta, GA

Other Businesses

1. Fixed Insurance. Investment Related. At registered location. Independent Insurance. Agent. 07/2024. Hrs/month 10 all during trading hours. provide insurance advice based on the needs of client. 2.Merit Financial Advisors. Investment Related. At registered location. RIA. IAR. 4/2018. 160 hrs/month all during trading hrs. Service clients. 3.PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-11

Other Names

• Brian Eric Martin