Sean Paul Storck
Investment adviser representative at Merit Financial Advisors
20 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
20 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsJul 2012 to now
- Reason Financial, Inc.Jul 2012 to now
- LPL Financial, LLCSep 2020 to Aug 2024
- Avantax Insurance Agency, LLCDec 2019 to Aug 2020
- Avantax Advisory ServicesOct 2019 to Aug 2020
- Avantax Investment Services, Inc.Oct 2019 to Aug 2020
- Avantax Insurance Services, Inc.Jun 2007 to Aug 2020
- 1st Global Advisors, Inc.May 2006 to Oct 2019
- 1st Global Capital Corp.Jan 2006 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, 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
- 5060005
- Firm CRD
- 142457