Lori
Bumgart
Mercer Global Advisors Inc
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About this Advisor
Lori Bumgart is a financial advisor based in Portage, Michigan, working with Mercer Global Advisors Inc. Lori has previously held positions at Raymond James Financial Services, Inc, Sanford Advisory Services, Sanford Financial Services, Raymond James Financial Services Advisors Inc, Otsego Township, and Mercer Global Advisors Inc. Lori has passed the Series 63 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Lori is part of Mercer Global Advisors Inc, which operates out of Portage, Michigan. 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
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$45,350,198,548
1,020
86,945
$521,596
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
Lori Bumgart Work History
Mercer Global Advisors Inc
Otsego Township
Raymond James Financial Services Advisors Inc
Sanford Advisory Services
Sanford Financial Services
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Lori Bumgart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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