Harrison
Fant

Mercer Global Advisors Inc

CRD#6069939
Investment Advisor
in Atlanta, GA

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About this Advisor

Harrison Fant is a certified financial planner operating in Atlanta, Georgia, who has 2 years of relevant experience. Fant is an employee of Mercer Global Advisors Inc. Over the course of their career, they have held roles at Full Time Student, Massmutual Financial Group, Delta Delta Delta Sorority, Mml Investors Services LLC, Commonwealth Financial Network, Atlanta Financial Associates, Inc and Mercer Global Advisors Inc. Fant has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia and Texas. Mercer Global Advisors Inc is a company that has its headquarters in Denver, CO. It has offices in 80 locations and a total of 900 financial advisors. It has $35 billion in total assets across its 76,213 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 89 charities and foundations. Of its 76,213 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a diverse range 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 typically vary depending on the financial services provided. Fees billed by Mercer Global Advisors Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

5555 Glenridge Connector Suite 825
Atlanta, GA 30342

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

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

900

GA Average: 28
Total Number of Accounts

76,213

GA Average: 1,101
Average Account Size

$461,098

GA 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

Harrison Fant Work History

Harrison has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mercer Global Advisors Inc

2021 - 2022 (1 year)

Mercer Global Advisors Inc

2014 - 2014 (< 1 year)

Mml Investors Services LLC

2014 - 2018 (4 years)

Commonwealth Financial Network

2014 - 2021 (7 years)

Atlanta Financial Associates, Inc

2013 - 2014 (1 year)

Massmutual Financial Group

2012 - 2013 (1 year)

Delta Delta Delta Sorority

1996 - 2013 (17 years)

Full Time Student

*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 Harrison Fant 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
Kristen Comeau
Denver, CO
Justin Shane
Santa Barbara, CA
James Czirr
Denver, CO
Rudolph Brandes
Denver, CO
Timothy Kallas
Walnut Creek, CA
Li Huang
New York, NY
Ricky Gibson
Vienna, VA

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.

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