Adam
Deskins

Mercer Global Advisors Inc

CRD#5173092
Investment Advisor
in Wilmington, NC

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About this Advisor

Adam Deskins is a financial advisor based in Wilmington, North Carolina, working with Mercer Global Advisors Inc. Adam has previously held positions at Woodbury Financial Services, Inc, Empower Advisory Group, LLC, Mercer Global Advisors Inc, Iplan Investments, and Personal Capital Advisors Corporation. Adam has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Nebraska, New Hampshire, North Carolina, and Texas. Currently, Adam is part of Mercer Global Advisors Inc, which operates out of Wilmington, North Carolina. 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

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

Wilmington, NC

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

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

1,020

NC Average: 28
Total Number of Accounts

86,945

NC Average: 1,101
Average Account Size

$521,596

NC 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

Adam Deskins Work History

2023 - Present (1 year)

Mercer Global Advisors Inc

2023 - 2023 (< 1 year)

Empower Advisory Group, LLC

2016 - 2023 (7 years)

Personal Capital Advisors Corporation

2012 - 2016 (4 years)

Woodbury Financial Services, Inc

2012 - 2016 (4 years)

Iplan Investments

Disclosures

Please visit the SEC profile of Adam Deskins 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

Roberto Arenivas
Houston, TX
Lauren Kaniuk
West Des Moines, IA
Anthony Koehler
Denver, CO
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Maeve Schmid
Denver, CO
Mendim Gecaj
New York, NY
Aaron Bauer
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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