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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Lynn Griffith is a registered representative and investment advisor representative with Merit Financial Advisors. Melissa has been in the industry since 2015 and has held previous positions with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds the Series 7 and Series 66 licenses. Melissa provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Merit Financial Advisors is a Registered Investment Advisor (RIA) based in Alpharetta, Georgia. The firm manages over $7 billion in assets and serves clients across the country.
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
AL
03/10/2016 - Present
Merit Financial Advisors (Birmingham AL)
AL
10/20/2015 - 08/16/2024
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
02/24/2015 - 05/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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