Merrill Financial Associates jobs and careers
Provo, UT, United States
About Merrill Financial Associates
Merrill Financial Associates is an independent boutique investment firm with decades of experience. As such, we understand how complex and frightening the world of investing can be for people. Our purpose is to help our clients feel confident about their financial future. Investments are not FDIC-or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use here: www.commonwealth.com/termsofuse.html
Founded in 1991 by Roger L. Merrill.
- Founded
- 1991
- Employees
- 11 to 50
- Headquarters
- Provo
Leadership
The top of Merrill Financial Associates's org chart, with how many people report into each leader.
Roger L. Merrill
Owner/Founder
6 reports
Jacob Talbot
Wealth Management Intern
Treven Anderson
Associate Financial Advisor
Sam Mortensen
Investment Strategy Analyst
Luke Larimer
Investment Analyst
Greg Merrill
Investment Advisor
Benson Blake
Fee-Only Fiduciary Financial Advisor at Merrill Financial Associates
Jobs at Merrill Financial Associates
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