Zachary Beckerley
Investment adviser representative at Merit Financial Advisors
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsOct 2017 to now
- Merit Financial Group, LLC (dba: Merit Financial Advisors, LLC)Oct 2017 to now
- Lifestyle Planning Solutions, LLCApr 2015 to Oct 2018
- Stratos Wealth Partners, LtdMar 2013 to Oct 2017
- LPL Financial LLCMay 2012 to Aug 2024
- The Botsford GroupJun 2011 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2011
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
- 5709157
- Firm CRD
- 142457