Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Lepage is a financial advisor with Merit Financial Advisors, a firm that manages approximately $1 billion to $10 billion in assets. Daryl has been in the financial industry since 1992. Daryl holds Series 6, 7, 24 and 66 securities licenses and is a Certified Financial Planner. Daryl has worked with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Daryl's current office is in Rocky Hill, CT and the main office for Merit Financial Advisors is in Alpharetta, GA. Daryl also has a branch office in Alpharetta, GA. Daryl provides financial planning, portfolio management, and pension consulting services to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
CT
08/26/2022 - Present
Merit Financial Advisors (Rocky Hill CT)
CT
08/06/1997 - 08/16/2024
LPL FINANCIAL LLC (ROCKY HILL CT)
MA
02/15/1995 - 08/06/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MA
11/10/1992 - 02/16/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/10/1992 - 02/16/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 09/19/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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