Mitchell Kent Parker
Investment adviser representative at Merit Financial Advisors
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Merit Financial AdvisorsApr 2025 to now
- Safeguard Wealth ManagementFeb 2023 to Apr 2025
- Morgan StanleyMay 2019 to Feb 2023
- UnemploymentFeb 2019 to May 2019
- Mai Capital ManagmentSep 2018 to Feb 2019
- MML Investors ServicesMay 2018 to Sep 2018
- Mass Mutual Life Insurance CompanyApr 2018 to Sep 2018
- Charles SchwabJun 2017 to Aug 2017
- Ohio University, Department of HousingAug 2016 to May 2018
- Parker's PaintingMay 2015 to May 2018
- Ohio UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (OH, TX, WI).
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
- 6815658
- Firm CRD
- 142457