Hector I Luna
Investment adviser representative at Merit Financial Advisors
11 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
11 years in the industry.
- Merit Financial AdvisorsMay 2025 to now
- Purshe Kaplan Sterling InvestmentsMay 2025 to now
- Mai Capital Management, LLCSep 2024 to Apr 2025
- LPL Financial LLCAug 2023 to Sep 2024
- Wealth Enhancement Advisory ServicesAug 2023 to Aug 2024
- Wealth Enhancement Brokerage ServicesAug 2023 to Aug 2024
- Wealth Enhancement GroupAug 2023 to Aug 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2023
- Fidelity Brokerage Services LLCJun 2015 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
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
- 5957601
- Firm CRD
- 142457