Kent
Davis
Mercer Global Advisors Inc
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About this Advisor
Kent Davis is a certified financial planner and personal financial specialist working in Denver, Colorado with a total of 1 year of relevant experience. Davis is on the advisory team at Mercer Global Advisors Inc. Their career trajectory has included roles at Davis Bookkeeping, LLC, Merrill Lynch, Iea Corporation, Forge Consulting, Bank Of America, N.A, Advocacy Wealth Management, LLC, Sabbatical, Thompson Greenspon Cpas, Bernhardt Wealth Management, Mercer Global Advisors and Thompson Greenspon. Davis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Virginia. Mercer Global Advisors Inc is a financial advisory company that has its headquarters in Denver, CO. The company has offices in 80 locations and a total of 900 people on staff. It oversees $35 billion in assets between its 76,213 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 89 charities and foundations. Of its 76,213 customer accounts, 34% belong to high-net-worth investors who have at least $1 million in assets. The company offers a diverse array 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. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by Mercer Global Advisors Inc most likely are comprised of any blend 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
Kent Davis Work History
Kent has been registered as a financial advisor for 1 years.*
Mercer Global Advisors
Bernhardt Wealth Management
Advocacy Wealth Management, LLC
Sabbatical
Thompson Greenspon Cpas
Thompson Greenspon
Merrill Lynch
Iea Corporation
Bank Of America, N.A
Forge Consulting
Davis Bookkeeping, LLC
*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 Kent Davis 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
Denver, CO
Santa Barbara, CA
Walnut Creek, CA
Denver, CO
Santa Barbara, CA
Atlanta, GA
Walnut Creek, CA
Denver, CO
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.
