Michael
Mercer
Centaurus Financial, Inc
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About this Advisor
Michael Mercer is a financial advisor working out of Upland, California who has 16 years of relevant experience. Mercer works at Centaurus Financial, Inc. Their career trajectory has included roles at Mercer Financial Services Co and Centaurus Financial, Inc. Mercer is able to operate in California. Centaurus Financial, Inc is a registered investment business that has its headquarters in Anaheim, CA. The company has offices in 174 locations and a total of 616 people on staff. It controls $5 billion in assets between its 32,255 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 32,255 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a wide set 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, market timing services and educational seminars. Fees charged by financial advisors usually vary depending on the type of services provided. Fees billed by Centaurus Financial, Inc may include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
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
- Market timing services
- Educational seminars/workshops
Michael Mercer Work History
Michael has been registered as a financial advisor for 16 years.*
Centaurus Financial, Inc
Mercer Financial Services Co
*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 Michael Mercer 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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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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