Carrie
Beede
Mercer Global Advisors Inc
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About this Advisor
Carrie Beede is a certified financial planner working in Denver, Colorado with 2 years of relevant experience. Beede currently works for Mercer Global Advisors Inc. The advisor has gained experience at Prudential, Pruco Securities, Prudential, Prepnorthwest, Seattle Mesa, University Of Washington, Mills Music, Na, Homeschool, The Prudential Insurance Company Of America, Miller Advisors and Mercer Global Advisors. Beede holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Mercer Global Advisors Inc is a financial advisory company operating out of Denver, CO. The investment advisory business has offices in 80 locations and a total of 900 employees. It administers $35 billion in assets under management between its 76,213 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 89 charities and foundations. Of its 76,213 accounts, 34% belong to high-net-worth investors who have at least $1 million in assets. The firm provides a wide range 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 for financial advisory services typically are based on the services offered. Fees billed by Mercer Global Advisors Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
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
Carrie Beede Work History
Carrie has been registered as a financial advisor for 2 years.*
Mercer Global Advisors
Miller Advisors
The Prudential Insurance Company Of America
Prudential, Pruco Securities
Prudential
Prepnorthwest
Seattle Mesa
University Of Washington
Mills Music
Na
Na
Homeschool
*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 Carrie Beede 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
Portland, OR
Houston, TX
Walnut Creek, CA
Denver, CO
Santa Barbara, CA
Denver, CO
Denver, CO
Walnut Creek, CA
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.
