Yvonne
Wood
Mercer Global Advisors Inc
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About this Advisor
Yvonne Wood is a financial advisor based in Santa Barbara, California, working with Mercer Global Advisors Inc. Yvonne has previously held a position at Mercer Global Advisors Inc. Yvonne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Louisiana, Pennsylvania, and Texas. Currently, Yvonne is part of Mercer Global Advisors Inc, which operates out of Santa Barbara, 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
Yvonne Wood Work History
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Disclosures
Please visit the SEC profile of Yvonne Wood 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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