Frank
Mercer
Southeast Asset Advisors, LLC
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About this Advisor
Frank Mercer is a financial advisor based in Tallahassee, Florida, working with Southeast Asset Advisors, LLC. Frank has previously held positions at Lanigan & Associates, P.C and Southeast Asset Advisors, Inc. Frank has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Frank is part of Southeast Asset Advisors, LLC, which operates out of Tallahassee, Florida. The firm has 4 offices and 14 employees. The firm manages assets totaling $3.7 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Southeast Asset Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
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Office Location
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Southeast Asset Advisors, LLC Brokerage Details
$3,747,179,661
14
1,345
$2,786,007
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Frank Mercer Work History
Southeast Asset Advisors, Inc
Lanigan & Associates, P. C
Disclosures
Please visit the SEC profile of Frank Mercer 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 Southeast Asset Advisors, LLC
Thomasville, GA
Thomasville, GA
Charleston, SC
Thomasville, GA
Mobile, AL
Tallahassee, FL
Thomasville, GA
Tallahassee, FL
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