Bert Leroy Falley
Investment adviser representative at Merit Financial Advisors
19 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Merit Financial AdvisorsJan 2026 to now
- Wealthcare Advisory Partners, LLCSep 2020 to Jan 2026
- Avantax Advisory ServicesOct 2019 to Sep 2020
- Avantax Investment Services, Inc.Oct 2019 to Sep 2020
- Avantax Insurance Services, Inc.May 2008 to Sep 2020
- Ss&c Solutions, Inc.Nov 2007 to Jan 2026
- 1st Global Advisors, Inc.Nov 2007 to Oct 2019
- 1st Global Capital Corp.Nov 2007 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (KS).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2309631
- Firm CRD
- 142457