linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sharon Levy Bautz

Merit Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sharon? Claim Your Profile

About Sharon Levy Bautz

Sharon Levy Bautz is a financial advisor with Merit Financial Advisors. Sharon has been working in the financial industry since October 2003. Sharon holds the Series 66, Series 7 and the SIE licenses and has experience with both individual and business clients. Sharon is registered with FINRA and is also a Registered Investment Advisor (RIA).

Firm Information

Sharon Bautz is currently registered with Merit Financial Advisors. Merit Financial Advisors is an Alpharetta, GA-based financial advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. They have over 143 registered representatives and 117 investment advisory professionals serving clients nationwide.
Merit Financial Advisors

2400 LAKEVIEW PARKWAY

ALPHARETTA, GA 30009

$7.25B

Assets Under Management

10

Total Clients

140

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Consulting fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sharon Bautz’s Registration & Firm History

GA

10/14/2020 - Present

Merit Financial Advisors (ALPHARETTA GA)

FL

07/27/2009 - 08/16/2024

LPL FINANCIAL LLC (BOYNTON BEACH FL)

FL

10/06/2003 - 07/30/2009

LINCOLN FINANCIAL ADVISORS CORPORATION (LAKE WORTH FL)

IN

10/06/2003 - 04/12/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

Not sure if Sharon Levy Bautz is right for you?

Licenses & Designations

BOTH

Issued 06/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Levy Bautz.
Not sure if Sharon Levy Bautz is right for you?