Kimberly Irene Swope
Investment adviser representative at Merit Financial Advisors
21 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
21 years in the industry.
- Merit Financial AdvisorsDec 2024 to now
- Purshe Kaplan Sterling Investments, Inc.Jan 2020 to now
- Zimmermann Investment Management & PlanningJul 2018 to now
- Professional Tax Advisors, Inc.Jan 2009 to now
- Pfa Security Asset Management Inc.Jun 2005 to Jan 2020
- Professional Financial Advisors, IncJun 2005 to Jan 2020
- Pfa Professional GroupJun 2005 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5083615
- Firm CRD
- 142457