Anna
Apodaca

Mercer Global Advisors Inc

CRD#5420891
Investment Advisor
in Denver, CO

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About this Advisor

Anna Apodaca is a financial advisor who works out of Denver, Colorado, who has 1 year of relevant experience. Apodaca currently works for Mercer Global Advisors Inc. Their career trajectory has included roles at Td Ameritrade, Scottrade, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Lake Point Wealth Management, LLC and Mercer Global Advisors. Apodaca holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Texas. Mercer Global Advisors Inc is a business operating out of Denver, CO. The investment advisory business has offices in 80 locations and a total of 900 financial advisors. It has $35 billion in total assets among its 76,213 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 89 charities and foundations. Of its 76,213 client accounts, 34% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business offers 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 largely depend on which services the firm provides the client. However, fee types charged by Mercer Global Advisors Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

1200 17Th Street Suite 500
Denver, CO 80202

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

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

900

CO Average: 28
Total Number of Accounts

76,213

CO Average: 1,101
Average Account Size

$461,098

CO 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

Anna Apodaca Work History

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

2021 - Present (3 years)

Mercer Global Advisors

2021 - 2021 (< 1 year)

Lake Point Wealth Management, LLC

2018 - 2021 (3 years)

Td Ameritrade, Inc

2018 - 2021 (3 years)

Td Ameritrade Investment Management, LLC

2018 - 2021 (3 years)

Td Ameritrade

2015 - 2018 (3 years)

Scottrade

2007 - 2015 (8 years)

Td Ameritrade

*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 Anna Apodaca 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

Chanelle Van Pelt
Santa Barbara, CA
Heather Capps
Houston, TX
Justin Shane
Santa Barbara, CA
Ricky Gibson
Vienna, VA
Rudolph Brandes
Denver, CO
Timothy Kallas
Walnut Creek, CA
James Czirr
Denver, CO
Li Huang
New York, NY

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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