William
Mcknight
Mercer Global Advisors Inc
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About this Advisor
William Mcknight is a certified financial planner working in Atlanta, Georgia with a total of 2 years of relevant experience. Mcknight is on the advisory team at Mercer Global Advisors Inc. Throughout their career, they have worked at Keller Grad School Of Mgmt, Kays Financial Advisory Corporation, Mercer Global Advisors Inc, University Of Florida, University Of Maryland Global Campus and Southern New Hampshire University. Mcknight maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Georgia and Louisiana. Mercer Global Advisors Inc is a registered investment firm based in Denver, CO. The firm has offices in 80 locations and a total of 900 employees. It has $35 billion in total assets across its 76,213 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 89 charitable organizations. Of its 76,213 accounts, 34% are associated with high-net-worth investors who have more than $1 million in assets. Mercer Global Advisors Inc performs a number 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. Fees for financial management usually depend on which services the firm provides the client. Fees billed by Mercer Global Advisors Inc may include 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
William Mcknight Work History
William has been registered as a financial advisor for 2 years.*
University Of Florida
Mercer Global Advisors Inc
University Of Maryland Global Campus
Southern New Hampshire University
Kays Financial Advisory Corporation
Keller Grad School Of Mgmt
*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 William Mcknight 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
Walnut Creek, CA
Santa Barbara, CA
Denver, CO
New York, NY
Walnut Creek, CA
Denver, CO
Santa Barbara, CA
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.
