CLARE MERTZ is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-01-02 | present | Yes |
| WEALTHONE, LLC | 2021-07-18 | 2023-10-02 | — |