Financial ADVSR advisor directory · SEC adviser records
Mercer Global Advisors Inc. financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Portland, A to Z.
The short answer
6 registered advisors work at Mercer Global Advisors Inc. in Portland, out of 676 at the firm nationwide; it ranks number 48 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Mercer Global Advisors Inc. advisors in Portland, A to Z
Every Mercer Global Advisors Inc. advisor →- Maxwell N. BaumannInvestment adviser rep
- Robert P. HorwitzCertified Financial Planner
- Alexander J. KrenekInvestment adviser rep
- Courtney L. MersereauCertified Financial Planner
- Karrie A. SpencerCertified Financial Planner
- Michael P. SquierCertified Financial Planner, Chartered Financial Consultant
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 Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25
Questions
How many financial advisors does Mercer Global Advisors Inc. have in Portland?
6 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Mercer Global Advisors Inc. one of the largest advisor employers in Portland?
Mercer Global Advisors Inc. ranks number 48 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Mercer Global Advisors Inc. advisor in Portland?
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.