Daniel
Mercer
Valmark Advisers, Inc
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About this Advisor
Daniel Mercer is a financial advisor based in Charlotte, North Carolina, working with Valmark Advisers, Inc. Daniel has previously held positions at Onedigital, Edgehill Capital / Zoe Baby Products, United States Army (Active Duty), Student (University Of South Carolina), South Carolina State House Of Representatives, Valmark Securities, Inc, and Valmark Advisers, Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Daniel is part of Valmark Advisers, Inc, which operates out of Charlotte, North Carolina. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 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 investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Mercer Work History
Valmark Securities, Inc
Valmark Advisers, Inc
Onedigital
Edgehill Capital / Zoe Baby Products
United States Army (Active Duty)
South Carolina State House Of Representatives
Student (University Of South Carolina)
Disclosures
Please visit the SEC profile of Daniel Mercer 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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