Eric
Frampton
Mercer Global Advisors Inc
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About this Advisor
Eric Frampton is a financial advisor based in Walnut Creek, California, working with Mercer Global Advisors Inc. Eric has previously held positions at Morgan Stanley, Full-Time Unemployment, Morgan Stanley Private Bank, National Association, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Mercer Global Advisors Inc, and Fruitful. Eric has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Eric is part of Mercer Global Advisors Inc, which operates out of Walnut Creek, California. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$45,350,198,548
1,020
86,945
$521,596
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
Eric Frampton Work History
Mercer Global Advisors Inc
Fruitful
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Full-Time Unemployment
Disclosures
Please visit the SEC profile of Eric Frampton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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