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Find, Compare and Monitor Financial Advisors at MFG SECURITIES, LLC

CRD#: 338095
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for MFG SECURITIES, LLC Comes From

Understanding the Statistics for MFG SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
2400 Lakeview Pkwy Suite 550, Alpharetta, GA 30009
Mailing Address
2400 Lakeview Pkwy Suite 550, Alpharetta, GA 30009
Firm Size
Small
Phone Number
(678) 867-7050
Established
Delaware since 06/27/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
MERIT HOLDINGS, LLCHOLDING COMPANY OWNER
KENT, RICK LEECEO2871310
BAXLEY, JOHN DOUGLASCCO3214809
WILDE, KRISTIN NFINOP5153581

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Advisor's working at MFG SECURITIES, LLC

Rick Lee Kent

Rick Lee Kent

Rick Lee Kent, Rick Kent
IAR
RR
CRD#: 2871310
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Alpharetta, GA 30009

Registered Affiliation(s):MERIT FINANCIAL ADVISORS

Disclosures:
Experience:
29 years
JB

John Douglas Baxley

Doug Baxley
IAR
RR
CRD#: 3214809
CFP®: Certified Financial Planner
Location:
Knoxville, TN

Registered Affiliation(s):MERIT FINANCIAL ADVISORS

Disclosures:
Experience:
27 years
KW

Kristin N Wilde

Kristin Neveux, Kristin Neveux Wilde
RR
CRD#: 5153581
Location:
Alpharetta, GA 30009

Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS

Disclosures:
Experience:
14 years
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