Heather Lynn Douglass
Investment adviser representative at Merit Financial Advisors
10 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
10 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsNov 2023 to now
- LPL Financial LLCNov 2023 to Aug 2024
- UnemployedOct 2023 to Oct 2023
- Ifg Advisory, LLCJun 2023 to Sep 2023
- Arista Advisory Group, LLCMar 2021 to Jun 2023
- LPL Financial LLCFeb 2016 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 2963975
- Firm CRD
- 142457