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Baylee Ann Bryant

Merit Financial Advisors

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About Baylee Ann Bryant

Baylee Ann Bryant is a financial advisor with Merit Financial Advisors, registered in the state of Washington. Baylee has been in the financial industry since February 14, 2022. Baylee is a Certified Financial Planner and holds Series 7TO, SIE and Series 66 licenses. Baylee has been employed with Merit Financial Advisors since January of 2023 and is also a fixed insurance agent. Baylee specializes in helping clients with financial planning, portfolio management, and pension consulting. Baylee's previous experience includes working with LPL Financial LLC, Starbucks Corporation, Wescom Credit Union, Discount Dance Supply, and PKS Investments.

Firm Information

Baylee Bryant is currently registered with Merit Financial Advisors. Merit Financial Advisors is an Alpharetta, GA-based financial advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. They have over 143 registered representatives and 117 investment advisory professionals serving clients nationwide.
Merit Financial Advisors

2400 LAKEVIEW PARKWAY

ALPHARETTA, GA 30009

$7.25B

Assets Under Management

10

Total Clients

140

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Consulting fees

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Baylee Bryant’s Registration & Firm History

WA

01/09/2023 - Present

Merit Financial Advisors (Tacoma WA)

WA

02/14/2022 - 08/16/2024

LPL FINANCIAL LLC (TACOMA WA)

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Licenses & Designations

BOTH

Issued 03/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Baylee Ann Bryant.
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