Mercer Global Advisors Inc
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About this Advisor
James Tate is a personal financial specialist based out of Denver, Colorado with a total of 1 year of relevant experience. Tate works at Mercer Global Advisors Inc. Their career trajectory has included roles at Cordasco Financial Network, Inc, Andrew Garrett, Inc, West Shore Group, LLC and Mercer Global Advisors Inc. Tate maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Pennsylvania. Mercer Global Advisors Inc is a financial advisory business that has its headquarters in Denver, CO. The firm has offices in 80 locations and a total of 900 financial advisors. It controls $35 billion in assets across its 76,213 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 89 charitable organizations. Of its 76,213 client accounts, 34% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a number 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, educational seminars and other services. Fees for financial management are based on the services. However, fees charged by Mercer Global Advisors Inc likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Mercer Global Advisors Inc Brokerage Details
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
James Tate Work History
James has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
West Shore Group, LLC
Cordasco Financial Network, Inc
Andrew Garrett, Inc
*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.
Please visit the SEC profile of James Tate 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
Santa Barbara, CA
Santa Barbara, CA
New York, NY
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