Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcus? Claim Your ProfileMarcus Lee Anderson is an investment advisor representative at Merit Financial Advisors. Marcus has been in the financial services industry since March 14, 2004. Marcus is also a licensed insurance agent. The firm specializes in providing financial planning, pension consulting, and educational seminars to high-net-worth individuals, corporations, and charitable organizations. The firm has approximately $1 billion to $10 billion in assets under management.
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
11/14/2016 - Present
Merit Financial Advisors (ALPHARETTA GA)
NC
10/28/2016 - 08/16/2024
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
06/13/2003 - 07/14/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
01/23/2008 - 04/18/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
07/06/2001 - 01/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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