Steven Kirk Denton
Investment adviser representative at Merit Financial Advisors
23 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$23.9BFirm assets
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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
23 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Town of Stanley, NcAug 2024 to now
- Merit Financial AdvisorsDec 2020 to now
- LPL Financial LLCDec 2020 to Aug 2024
- Dempsey Lord Smith, LLCNov 2019 to Dec 2020
- MayorNov 2017 to Aug 2024
- The Vanguard Group, Inc.Oct 2003 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, 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
- 4676046
- Firm CRD
- 142457