Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stanley Elder sr is an investment advisor representative associated with Merit Financial Advisors, a registered investment advisor. David has been in the financial services industry since 2002 and has worked with a number of financial firms during that time. Currently, David is registered in Georgia and Texas. David is a Certified Financial Planner and holds Series 63, 66, 7, and SIE securities licenses. David provides financial planning, portfolio management, and other advisory services to individuals, businesses, corporations, and retirement plans.
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
GA
11/03/2022 - Present
Merit Financial Advisors (Roswell GA)
GA
11/01/2022 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
04/24/2003 - 11/04/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (ALPHARETTA GA)
GA
02/27/2002 - 04/29/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 03/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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