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Liam Alexander Pearson gamble

Investment adviser representative at Merit Financial Advisors
12 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

12 years in the industry.

  1. Merit Financial AdvisorsFeb 2025 to now
  2. Pks InvestmentsFeb 2025 to now
  3. Northern Capital Management, Inc.Oct 2020 to Feb 2025
  4. Northern Capital Retirement Services, Inc.Oct 2020 to Feb 2025
  5. UnemployedJul 2020 to Oct 2020
  6. TD AmeritradeJan 2018 to Jul 2020
  7. UnemployedSep 2017 to Dec 2017
  8. GovxNov 2016 to Sep 2017
  9. SearsuckerJan 2014 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
6896748
Firm CRD
142457
Advisor's SEC record (opens in a new tab)
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