Brad Lynn Cast

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

• 01/2005 → 10/2017
  The Botsford Group
  Atlanta, GA
• 05/2012 → 08/2024
  Lpl Financial Llc
  Alpharetta, GA
• 07/2012 → 12/2018
  Lifestyle Planning Solutions, Llc
  Atlanta, GA
• 03/2013 → 10/2017
  Stratos Wealth Partners, Ltd
  Atlanta, GA
• 10/2017 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2012-07-10 → 2018-11-20
  Lifestyle Planning Solutions, Llc
  Atlanta, GA
  Alpharetta, GA
• 2013-02-25 → 2017-10-31
  Stratos Wealth Partners, Ltd
  Atlanta, GA
• 2012-05-08 → 2015-10-28
  Lpl Financial Llc
  Atlanta, GA
  San Diego, CA
  Atlanta, GA
  Alpharetta, GA
  Roswell, GA
• 2011-09-09 → 2012-06-04
  Biltmore Capital Advisors
  Boca Raton, FL
• 2011-09-09 → 2012-05-08
  Commerce Wealth Advisers, Llc
  Atlanta, GA

Other Businesses

1) Merit Financial Advisors. Investment Related. At the registered location. IAR. 07/2024. Hrs/month 160 all during trading hours. 2) Fixed Insurance. Investment Related. At the registered location. Independent Insurance. Agent. 07/2024. Hrs/month 10 all during trading hours. Provide insurance advice based on the needs of the client. 3) PKS. Investment Related. At the registered location. RR of BD. Commission compensation. 4) The Winestock Foundation, Inc.; Not investment-related; 1650 Margaret Street, Suite 302 Box 381, Jacksonville, Florida 32204; Educational Funding; Board Member; 09/01/2011; 1 hour monthly; 0 hours during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-07
• S66 Uniform Combined State Law Examination
  2000-01-14

Other Names

• Brad Cast