Merriman Capital, Inc. - Financial Entrepreneur Platform

Financial Entrepreneur Platform

Areas of Expertise:

Providing Growth Support for Independent Financial Professionals

Merriman Capital’s Financial Entrepreneur Platform (FEP) exclusively supports highly ethical, independent investment bankers, respected research professionals, wealth managers, and the clients they work with.

Through contractual service agreements, FEP members can obtain access to Merriman Capital’s business services such as:

  • Compliance and security licensing
  • Equity distribution and placement
  • Facilities
  • Legal advice and document review
  • Technology infrastructure
  • Investor conferences and deal or non-deal road shows

Transaction Services:

  • Public Offerings
  • Private Placements
  • PIPEs & Registered Directs
  • M&A / Corporate Finance Advisory
  • Confidentially Marketed Public Officers
  • Debt
  • Research

Securities offered through Merriman Capital, Inc. Member FINRA and SIPC.

FEP Team Principals