Thomas Wayne Gay
Investment adviser representative at Merit Financial Advisors
21 yearsExperience
3 statesRegistered in
$23.9BFirm assets
19 yearsFirm in business
Are you Thomas Wayne Gay? Claim your profile
Contact this firm
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
21 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsMay 2022 to now
- Lakeside Babtist ChurchApr 2005 to now
- Dasher & Padgett Financial Advisors, Inc.Feb 2009 to May 2022
- Invest Financial Corp.Feb 2009 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
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
- 3198909
- Firm CRD
- 142457