Career
Kay Mayhue has been President of Merit Financial Group since November 2017. Kay Mayhue is a control person of the firm and directly owns under 5% of it.
Merit Financial Group, LLC is an Alpharetta, GA firm with $23.9B under management, 20,711 clients and 229 advisers across 66 offices, as of its September 2026 filing.
Kay Lynn Mayhue is President of Merit Financial Advisors. Her background includes financial planning, leadership, mergers and acquisitions, and strategic growth.
- Merit Financial AdvisorsCurrent– present · 8 yearsAlpharetta, GA · Adviser representative · Firm CRD 142457
- Stratos Wealth Partners, Ltd– · 4 yearsAtlanta, GA · Adviser representative · Firm CRD 153184
- Lifestyle Planning Solutions, LLC– · 7 yearsAlpharetta, GA · Adviser representative · Firm CRD 164456
- LPL Financial LLC– · under a yearAlpharetta, GA · Adviser representative · Firm CRD 6413
- Commerce Wealth Advisers, LLC– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 144449
- Biltmore Capital Advisors– · 4 yearsFrisco, TX · Adviser representative · Firm CRD 143965
- Fsc Securities Corporation– · 4 yearsFrisco, TX · Adviser representative · Firm CRD 7461
- Lincoln Financial Advisors Corporation– · 3 yearsFrisco, TX · Adviser representative · Firm CRD 3978
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Georgia | Approved | 15 November 2017 |
| Texas | Approved | 28 March 2018 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 14 April 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 April 2000 |
| Series 7 | General Securities Representative Examination | 8 March 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Kay Mayhue
- CRD
- 3138135
- Office
- 2400 LAKEVIEW PARKWAY, SUITE 550, Alpharetta, GA 30009
- Firm bio
- meritfinancialadvisors.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Kay Mayhue work?
Kay Mayhue has been President of Merit Financial Group, LLC since November 2017, and is a control person of the firm.
Is Kay Mayhue a financial advisor?
Yes. Kay Mayhue has a current investment-adviser registration in Georgia and Texas, through Merit Financial Group since November 2017.
How many years of experience does Kay Mayhue have?
Kay Mayhue has 26 years in the financial industry, since March 2000, across 8 adviser firms.
What exams has Kay Mayhue passed?
Kay Mayhue has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in March 2000. FINRA credited Kay Mayhue with the SIE, which began in October 2018.
Where did Kay Mayhue work before Merit Financial Group?
Before Merit Financial Group, Kay Mayhue was registered through Stratos Wealth Partners, Ltd, February 2013 to October 2017; LPL Financial LLC, May 2012 to May 2013; Commerce Wealth Advisers, LLC, May 2010 to May 2012; Biltmore Capital Advisors, June 2007 to June 2012; Fsc Securities Corporation, January 2006 to May 2010; Lincoln Financial Advisors Corporation, September 2002 to January 2006.
Where is Kay Mayhue based?
Kay Mayhue’s registered office is in Alpharetta, GA.