Unclaimed
Steven Denton is a financial advisor at Merit Financial Advisors and has over 20 years of experience in the financial industry. Steven is also a Certified Financial Planner™ professional, and has a Series 7, Series 63 and SIE licenses. Steven has previously worked at LPL Financial LLC, Dempsey Lord Smith, LLC and Vanguard Marketing Corporation. Steven is registered in 8 states: California, Florida, Kentucky, Louisiana, North Carolina, South Carolina, Texas and Georgia.
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
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2
GA
01/05/2021 - Present
Merit Financial Advisors (ALPHARETTA GA)
NC
12/16/2020 - 08/16/2024
LPL FINANCIAL LLC (DAVIDSON NC)
NC
11/14/2019 - 12/16/2020
DEMPSEY LORD SMITH, LLC (Belmont NC)
NC
10/27/2003 - 09/27/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
MO
08/19/2003 - 09/29/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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