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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Philip Smalley is a financial advisor with Merit Financial Advisors. Michael has been in the industry since 2010 and has a strong track record of providing financial advice to individuals, families, and businesses. Michael is a Certified Financial Planner and holds a Series 6, 7, 63, and 66 license, and the SIE exam. Michael is dedicated to helping clients reach their financial goals. Merit Financial Advisors is an independent registered investment advisor firm that provides a variety of financial services to individuals, families, and businesses. The firm is headquartered in Alpharetta, Georgia, and has a branch office in Spokane, Washington. Merit Financial Advisors is committed to providing personalized financial advice and investment management services to help clients 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
WA
03/08/2024 - Present
Merit Financial Advisors (Spokane WA)
WA
06/21/2016 - 08/16/2024
LPL FINANCIAL LLC (SPOKANE WA)
WA
08/19/2011 - 05/26/2016
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
WA
05/11/2010 - 07/29/2011
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SPOKANE VALLEY WA)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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