Gregory Keith Richards
Investment adviser representative at Merit Financial Advisors
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$23.9BFirm assets
Are you Gregory Keith Richards? 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
29 years in the industry.
- Merit Financial AdvisorsFeb 2025 to now
- Merit Financial Group dba Merit Financial AdvisorsFeb 2025 to now
- Purshe Kaplan Sterling InvestmentsFeb 2025 to now
- James,smith,durkin & Connelly,LLPJul 1997 to now
- Osaic Wealth, Inc.Aug 2024 to Feb 2025
- Triad Hybrid SolutionsOct 2016 to Feb 2025
- Triad Advisors, Inc.Oct 2016 to Aug 2024
- First Financial Group, Inc.Jun 2000 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (LA, PA).
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
- 4005962
- Firm CRD
- 142457