Robert
Reed

Mercer Global Advisors Inc

CRD#702104
Investment Advisor
in Covington, LA

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About this Advisor

Robert Reed is a certified financial planner working out of Covington, Louisiana with a total of 3 years of relevant experience. Reed is currently employed by Mercer Global Advisors Inc. During their career, Reed has held roles at Mercer Global Advisors Inc and Personal Financial Advisors, LLC. Reed holds a Series 63 license, certifying them as a securities representative, and is approved to work in Louisiana and Texas. Mercer Global Advisors Inc is a registered investment firm headquartered in Denver, CO. It has offices in 80 locations and a total of 900 people on staff. It administers $35 billion in total assets across its 76,213 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 89 charities and foundations. Of its 76,213 client accounts, 34% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm 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. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees billed by Mercer Global Advisors Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

100 Tyler Square Suite 6
Covington, LA 70433

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

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

900

LA Average: 28
Total Number of Accounts

76,213

LA Average: 1,101
Average Account Size

$461,098

LA 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

Robert Reed Work History

Robert has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Mercer Global Advisors Inc

2020 - 2021 (1 year)

Mercer Global Advisors Inc

1983 - 2020 (37 years)

Personal Financial Advisors, LLC

*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 Robert Reed 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

Nicholas Campbell
Atlanta, GA
James Taylor
Denver, CO
James Roundy
Portland, OR
Heather Capps
Houston, TX
Ricky Gibson
Vienna, VA
Li Huang
New York, NY
Rudolph Brandes
Denver, CO
Justin Shane
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.

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