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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph L. Owenby is a Senior Managing Partner and IAR at Merit Financial Advisors. Joseph L. Owenby has been in the securities industry since April 1998. Joseph L. Owenby is also a Fixed Insurance Agent at Merit Financial Advisors. Joseph L. Owenby has been in the securities industry for over 25 years. Merit Financial Advisors is an independent financial advisory firm based in Alpharetta, Georgia. They provide financial planning and portfolio management services to individuals, families, and businesses. Merit Financial Advisors manages approximately $7.25 billion in assets. They work with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are committed to providing their clients with personalized financial advice and strategies that are designed to help them achieve their financial goals.
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
07/31/2015 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
09/08/2009 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (ATLANTA GA)
CA
05/01/1998 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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