Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tait? Claim Your ProfileTait Christopher Lane is a financial advisor with Merit Financial Advisors. Tait is a regional director and partner at Merit Financial Advisors. He has been in the financial industry since 2001. Tait currently holds registrations in Texas and Washington. He is a licensed Investment Advisor Representative (IAR) and holds the Series 63, Series 65, Series 7, and SIE exams. Tait previously worked with LPL FINANCIAL LLC, PRINCIPAL FUNDS DISTRIBUTOR, INC., MML INVESTORS SERVICES, INC., and SAFECO INVESTMENT SERVICES, INC.
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
10/13/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
01/11/2010 - 08/16/2024
LPL FINANCIAL LLC (ISSAQUAH WA)
IA
02/04/2003 - 02/04/2010
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
MA
11/21/2002 - 01/28/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/06/2001 - 11/15/2002
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
MA
11/16/2000 - 09/14/2001
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 03/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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