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Mercer Global Advisors Inc. financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Newport Beach, A to Z.
The short answer
13 registered advisors work at Mercer Global Advisors Inc. in Newport Beach, out of 676 at the firm nationwide; it ranks number 26 in the city by advisors. 11 list the CFP designation and 0 are also registered broker representatives.
Mercer Global Advisors Inc. advisors in Newport Beach, A to Z
Every Mercer Global Advisors Inc. advisor →- David J. AskewCertified Financial Planner, Chartered Financial Consultant
- Luc A. CeciCertified Financial Planner
- Ignatius J. D'AnnaCertified Financial Planner
- Kara L. DuckworthCertified Financial Planner
- Lisa M. GoodmanInvestment adviser rep
- Christina L. HungCertified Financial Planner
- Kevin T. JackCertified Financial Planner
- Ethan G. MatkinCertified Financial Planner
- Alexandra MendozaCertified Financial Planner
- Trisha J. MillerInvestment adviser rep
- Sloan F. PetereitCertified Financial Planner
- James A. ShantonCertified Financial Planner
- Tyler R. SmithCertified Financial Planner
Mercer Global Advisors Inc. advisors in every city and state →Mercer Global Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mercer Global Advisors Inc. advisors in other cities
Denver, CO 246Atlanta, GA 26Dallas, TX 14Houston, TX 14San Francisco, CA 12Walnut Creek, CA 12San Diego, CA 10New York, NY 9Oklahoma City, OK 9Charlotte, NC 8Santa Barbara, CA 8Boulder, CO 7Scottsdale, AZ 7McLean, VA 6Morristown, NJ 6
Other firms in Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38
Questions
How many financial advisors does Mercer Global Advisors Inc. have in Newport Beach?
13 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Is Mercer Global Advisors Inc. one of the largest advisor employers in Newport Beach?
Mercer Global Advisors Inc. ranks number 26 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Mercer Global Advisors Inc. advisor in Newport Beach?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mercer Global Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.