Eric
Frampton

Mercer Global Advisors Inc

CRD#6417526
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Eric Frampton is a certified financial planner who works in Walnut Creek, California with 1 year of industry experience. Frampton works at Mercer Global Advisors Inc. Over the course of their career, they have held roles at Morgan Stanley, New Orleans Saints, Full-Time Unemployment, Morgan Stanley Private Bank, National Association, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Mercer Global Advisors Inc and Fruitful. Frampton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Mercer Global Advisors Inc is a financial advisory firm operating out of Denver, CO. It has offices in 80 locations and a total of 900 people on staff. It controls $35 billion in assets among its 76,213 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 89 charities and foundations. Of its 76,213 customer accounts, 34% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a number of services, such as 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 charged by financial advisors depend on the services. Fees billed by Mercer Global Advisors Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Pringle Ave Suite 310
Walnut Creek, CA 94596

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

CA Average: $2,349,664,866
Total Number of Employees

900

CA Average: 28
Total Number of Accounts

76,213

CA Average: 1,101
Average Account Size

$461,098

CA Average: $2,134,119

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

Eric has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mercer Global Advisors Inc

2022 - 2022 (< 1 year)

Fruitful

2018 - 2022 (4 years)

Fidelity Personal And Workplace Advisors

2016 - 2022 (6 years)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Morgan Stanley

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2014 - 2015 (1 year)

Full-Time Unemployment

2013 - 2014 (1 year)

New Orleans Saints

*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 Eric Frampton 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

Melissa Dresnok
Denver, CO
Eric Frampton
Walnut Creek, CA
Justin Shane
Santa Barbara, CA
Rudolph Brandes
Denver, CO
James Czirr
Denver, CO
Timothy Kallas
Walnut Creek, CA
Li Huang
New York, NY
Ricky Gibson
Vienna, VA

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.

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