Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gay is a financial advisor at Merit Financial Advisors. Thomas Gay is a Registered Representative and Investment Advisor Representative in the state of Georgia. Thomas Gay has been in the financial industry since May 4, 1999. Thomas Gay has a history of working with Invest Financial Corporation, Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and LPL Financial LLC. The firm, Merit Financial Advisors has been in business for 4 years and is based in Alpharetta, GA. The firm has approximately $1 billion to $10 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
06/02/2022 - Present
Merit Financial Advisors (Albany GA)
GA
02/14/2018 - 08/16/2024
LPL FINANCIAL LLC (ALBANY GA)
GA
02/11/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (ALBANY GA)
GA
12/03/2007 - 03/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ALBANY GA)
GA
03/22/2005 - 12/06/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALBANY GA)
NY
04/29/1999 - 03/15/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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