Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Lynn Dougherty is an Investment Advisor Representative at Merit Financial Advisors. Deborah has over 6 years of experience in the financial services industry. Deborah is a registered investment advisor representative in the state of Georgia. Deborah earned her Series 63, 65, and 6TO securities licenses. Deborah also holds a Series SIE license. Deborah's previous employers include LPL Financial LLC and IVNEST FINANCIAL CORPORATION. Deborah is a member of the Benevolent and Protective Order of Elks. Deborah is dedicated to providing her clients with personalized financial advice. Deborah helps clients achieve their financial goals through a variety of investment strategies. Merit Financial Advisors is an independent investment advisor firm with over 100 employees. The firm manages over $7 billion in assets for individuals, families, and businesses. Merit Financial Advisors provides a variety of financial services, including financial planning, portfolio management, and retirement planning.
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
04/29/2024 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
08/10/2023 - 08/16/2024
LPL FINANCIAL LLC (ALBANY GA)
IA
Issued 04/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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