Financial ADVSR advisor directory · SEC adviser records
Mercer Global Advisors Inc. financial advisors in Walnut Creek, CA
Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Walnut Creek, A to Z.
The short answer
16 registered advisors work at Mercer Global Advisors Inc. in Walnut Creek, out of 676 at the firm nationwide; it ranks number 22 in the city by advisors. 12 list the CFP designation and 0 are also registered broker representatives.
Mercer Global Advisors Inc. advisors in Walnut Creek, A to Z
Every Mercer Global Advisors Inc. advisor →- Alejandro H. AguilarCertified Financial Planner, Chartered Financial Analyst
- Jessica A. CarusoCertified Financial Planner
- Jessica Q. ChenCertified Financial Planner, Chartered Financial Analyst
- Mark D. EricsonCertified Financial Planner, Chartered Financial Consultant
- Eric U. FramptonCertified Financial Planner
- Fanny GuoCertified Financial Planner
- Austin M. JamatiCertified Financial Planner
- Timothy H. KallasInvestment adviser rep
- Aaron J. LangstonCertified Financial Planner
- Jedd D. NicolasCertified Financial Planner
- Elisha A. SanchezInvestment adviser rep
- Mary Ann SullivanChartered Financial Consultant
- Phillip K. SwensonCertified Financial Planner
- Christina K. TalbotCertified Financial Planner
- David A. VenturaCertified Financial Planner
- Bora O. YucekulInvestment adviser rep
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 14Newport Beach, CA 13San Francisco, 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 Walnut Creek
All Walnut Creek advisors →Wells Fargo Clearing Services, LLC 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23
Questions
How many financial advisors does Mercer Global Advisors Inc. have in Walnut Creek?
16 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Is Mercer Global Advisors Inc. one of the largest advisor employers in Walnut Creek?
Mercer Global Advisors Inc. ranks number 22 in Walnut Creek by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 128.
How do I check a Mercer Global Advisors Inc. advisor in Walnut Creek?
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.