Mergent Group
Financial Services - Dallas, TX, US
Mergent Group Employees
Mergent Group Details
Mergent group is a financial advisory company specializing with financial planning and investment management. The firm is a hybrid Registered Investment Advisor, and have a broker dealer affiliation with LPL Financial. The firm specializes with financial delegators, who value their time and are looking for someone to handle their financial affairs. The firm is able to charge a flat fee or a hybrid fee option depending on the engagement. Our missions is to help individuals, families and businesses develop life long strategies to help them progress toward their goals based on their most deeply held values. Mergent prides itself on its service model, focusing on the holistic picture for the client, instead of just the investment strategies. Our first consult is always complementary. If you would like to have a complementary consultation, please call us at 97-590-8808 and hit option 2. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, IL, MI, MN, NC, NM, NJ, OH, SD, USVI, UT, TX, WA and WI.
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