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Financial ADVSR advisor directory · SEC adviser records

Mercer Global Advisors Inc. financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Portage, A to Z.

The short answer

4 registered advisors work at Mercer Global Advisors Inc. in Portage, out of 676 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Mercer Global Advisors Inc. advisors in Portage, A to Z

Every Mercer Global Advisors Inc. advisor →

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 Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6

Questions

How many financial advisors does Mercer Global Advisors Inc. have in Portage?

4 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Mercer Global Advisors Inc. one of the largest advisor employers in Portage?

Mercer Global Advisors Inc. ranks number 15 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a Mercer Global Advisors Inc. advisor in Portage?

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.