Kris Tulane Maksimovich
Investment adviser representative at Merit Financial Advisors
18 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
18 years in the industry.
- Merit Financial AdvisorsAug 2025 to now
- Merit Financial Group dba Merit Financial AdvisorsAug 2025 to now
- Purshe Kaplan Sterling InvestmentsAug 2025 to now
- Global Wealth AdvisorsJul 2008 to Aug 2025
- Commonwealth Financial NetworkApr 2008 to Aug 2025
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (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
- 4185617
- Firm CRD
- 142457