David
Riffe
Mercer Global Advisors Inc
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About this Advisor
David Riffe is a certified financial planner working in Ketchum, Idaho who has 1 year of relevant experience. Riffe is an advisor for Mercer Global Advisors Inc. Their career trajectory has included roles at Metlife Securities, First Interstate Bank, Mercer Global Advisors Inc, Waddell & Reed, Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Ameritas Investment Corp, Ameritas Life Insurance Corp, Gem State Financial Group and Lpl Financial LLC. Riffe maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Idaho. Mercer Global Advisors Inc is an advisory company based in Denver, CO. The firm has offices in 80 locations and a total of 900 people on staff. It handles $35 billion in assets under management between its 76,213 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% are held by high-net-worth clients who have at least $1 million in investable assets. The business performs a diverse array 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. A financial advisor's fee schedules vary depending on the type of services offered. However, fees billed by Mercer Global Advisors Inc can consist of 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
David Riffe Work History
David has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
First Interstate Bank
Lpl Financial LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
Gem State Financial Group
Massmutual Life Insurance Company
Mml Investors Services,LLC
Waddell & Reed, Inc
Metlife Securities
*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 David Riffe 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
Atlanta, GA
Denver, CO
Walnut Creek, CA
Walnut Creek, CA
Santa Barbara, CA
Denver, CO
Denver, CO
Denver, CO
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.
