John Robert Richter
Investment adviser representative at Merit Financial Advisors
11 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
11 years in the industry.
- Merit Financial AdvisorsMar 2026 to now
- Yeomans Consulting Group, Inc.Nov 2023 to Mar 2026
- TD AmeritradeJan 2023 to Jul 2023
- Charles Schwab Bank, SsbJul 2022 to Mar 2026
- Charles Schwab and Co., Inc.Jan 2022 to Mar 2026
- TD Ameritrade Investment Management, LLCJan 2015 to Dec 2022
- TD Ameritrade, Inc.Jan 2015 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 3117741
- Firm CRD
- 142457