Nicholas
Campbell

Mercer Global Advisors Inc

CRD#4538699
Investment Advisor
in Atlanta, GA

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About this Advisor

Nicholas Campbell is a financial advisor based in Atlanta, Georgia, working with Mercer Global Advisors Inc. Nicholas has previously held positions at Ameriprise Financial Services, Inc and Mercer Global Advisors Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Louisiana, and Texas. Currently, Nicholas is part of Mercer Global Advisors Inc, which operates out of Atlanta, Georgia. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 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 institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

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

$45,350,198,548

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

1,020

GA Average: 28
Total Number of Accounts

86,945

GA Average: 1,101
Average Account Size

$521,596

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

Nicholas Campbell Work History

2018 - Present (7 years)

Mercer Global Advisors Inc

2016 - 2018 (2 years)

Ameriprise Financial Services, Inc

2014 - 2016 (2 years)

Ameriprise Financial Services, Inc

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Disclosures

Please visit the SEC profile of Nicholas Campbell 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

Kevin Dillon
Wayne, PA
David Haman
Wayne, PA
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Parshad Singh
Denver, CO
Mendim Gecaj
New York, NY
Aaron Bauer
Appleton, WI

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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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