Mercer Global Advisors Inc
About this Advisor
Alice Mcdermott is a certified financial planner located in Kahului, Hawaii. Currently a registered advisor at Mercer Global Advisors Inc, Mcdermott has an impressive 23 years of professional experience. Mcdermott has a Series 65 license, designating them as an investment advisor representative. Mcdermott can work with investors based out of Hawaii. Over the course of their career, they have held roles at Financial & Investment Management Group, LTD and Mercer Global Advisors Inc. Mercer Global Advisors Inc is headquartered in Kahului, Hawaii, and has 49 other brick-and-mortar locations throughout the country. In aggregate, Mercer Global Advisors Inc manages $16 billion in assets covering 32,709 accounts and retains more than 403 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 30,747 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Mercer Global Advisors Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Mercer Global Advisors Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alice Mcdermott Work History
Alice has 23 years of experience.
Mercer Global Advisors Inc
Financial & Investment Management Group, LTD
Alice Mcdermott has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mercer Global Advisors Inc
New York, NY
Newport Beach, CA
San Francisco, CA
Sherman Oaks, CA
Santa Barbara, CA
San Diego, CA