Advisor at Merit Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merit Financial Advisors
Location
Williamsport, PA 17701
Credentials
Series 63, Series 65
Industry experience
16 years
Darla Wise is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at PKS Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. Outside of her advisory work, she is involved with a real estate rental partnership. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by an Investment Management team and committee oversight.
Based on Merit Financial Advisors
Based on Merit Financial Advisors
Financial planning flat fees up to $100,000, prorated and payable monthly or quarterly
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% Above $250,000+: 1.00%
Hourly rates for financial planning services (specific rates not stated)
Ongoing financial planning fees payable annually, quarterly, or monthly
Oaks Plaza 2350 E. Third Street, Suite 6
Williamsport, PA 17701
Pennsylvania · Texas
PKS Investments
2024 - Present (2 years)
Merit Financial Advisors
2023 - Present (3 years)
LPL Financial
2023 - 2024 (1 year)
Cambridge Investment Research, Inc.
2020 - 2023 (3 years)
Cambridge Investment Research Advisors
2020 - 2023 (3 years)
Voya financial Advisors
2014 - 2020 (6 years)
Planned Futures, Llc
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
CFP®, Series 66
Williamsport, PA
Hudock Capital Group
CFP®, Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Series 65
Williamsport, PA
Hudock Capital Group
Series 65
Williamsport, PA
Hudock Capital Group
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