American Wealth Management
47yrs
Top advisor by experience in Alpharetta
22yrs
Patrick Beale
Full name on record: Patrick Stephen Beale
Financial advisor at Merit Financial Advisors
Based in Alpharetta, Georgia, Patrick Beale is a fiduciary financial advisor with 22 years of industry experience. Patrick has been with Merit Financial Advisors since 2025; before that, Patrick spent two years at Global Wealth Advisors and two years at Commonwealth Financial Network. Merit Financial Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$897,421
Advisors at the firm289
States licensed ?1 state
Services through Merit Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowMerit Financial AdvisorsCurrent firm
- 2023 – 2026Global Wealth AdvisorsPreviously
- 2023 – 2025Commonwealth Financial NetworkPreviously
- 2012 – 2023LPL Financial LLCPreviously
- 2009 – 2012Capital One Financial Advisors LLCPreviously
- May 2009 – Oct 2009Chase Investment Services Corp.Previously
- Nov 2008 – May 2009Wamu Investments, Inc.Previously
- Apr 2004 – Mar 2006A. G. Edwards & Sons, Inc.Previously
Contact Patrick
(678) 867-7050Merit Financial Advisors main office 2400 Lakeview Parkway Suite 550Alpharetta, GA 30009Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Merit Financial Advisors at (678) 867-7050 and ask for Patrick Beale. Patrick works from the Alpharetta, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Merit Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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