David
Ventura
Mercer Global Advisors Inc
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About this Advisor
David Ventura is a certified financial planner who works out of Walnut Creek, California who has 5 years of relevant experience. Ventura is currently employed by Mercer Global Advisors Inc. Ventura has gained experience at Mercer Global Advisors Inc, Wealth Management Lab, Select Staffing/Visions Of Video, Health Advocates, Duke'S Malibu, Medrisk, Select Staffing/Dignified Transition, In N Out Burger and New York Life Insurance. Ventura maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in California. Mercer Global Advisors Inc is a business that has its headquarters in Denver, CO. It has offices in 80 locations and a total of 900 financial advisors. It oversees $35 billion in total assets between its 76,213 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management largely are based on which services are provided. However, fees billed by Mercer Global Advisors Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Ventura Work History
David has been registered as a financial advisor for 5 years.*
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Wealth Management Lab
Mercer Global Advisors Inc
Select Staffing/Visions Of Video
Health Advocates
New York Life Insurance
Duke'S Malibu
Medrisk
Select Staffing/Dignified Transition
In N Out Burger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Ventura to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
Boulder, CO
Atlanta, GA
Walnut Creek, CA
Santa Barbara, CA
New York, NY
Denver, CO
Vienna, VA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
