Financial ADVSR advisor directory · SEC adviser records
Mercer Global Advisors Inc. financial advisors in Woodland Hills, CA
Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Woodland Hills, A to Z.
The short answer
6 registered advisors work at Mercer Global Advisors Inc. in Woodland Hills, out of 676 at the firm nationwide; it ranks number 14 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Mercer Global Advisors Inc. advisors in Woodland Hills, A to Z
Every Mercer Global Advisors Inc. advisor →- Saman BigharazInvestment adviser rep
- Carol A. CaseboltCertified Financial Planner
- Michael W. JohnsCertified Financial Planner
- Daniel PolyakovCertified Financial Planner
- Lorenzo D. RileyCertified Financial Planner
- Homer Jonathan R. WilsonCertified 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 14Newport Beach, CA 13San 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 6
Other firms in Woodland Hills
All Woodland Hills advisors →Morgan Stanley 46Wells Fargo Clearing Services, LLC 39LPL Financial LLC 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Tamar Securities, LLC 15Equitable Advisors, LLC 14Strategic Advisers LLC 14Charles Schwab & Co., Inc. 13Cetera Investment Advisers LLC 11Lincoln Investment 11Ameriprise Financial Services, LLC 9Osaic Wealth, Inc. 9
Questions
How many financial advisors does Mercer Global Advisors Inc. have in Woodland Hills?
6 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Woodland Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Mercer Global Advisors Inc. one of the largest advisor employers in Woodland Hills?
Mercer Global Advisors Inc. ranks number 14 in Woodland Hills by registered advisors; Morgan Stanley has the most, with 46.
How do I check a Mercer Global Advisors Inc. advisor in Woodland Hills?
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.