Heather
Ford

Mercer Global Advisors Inc

CRD#6793903
Investment Advisor
in Houston, TX

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About this Advisor

Heather Ford is a financial advisor based in Houston, Texas, working with Mercer Global Advisors Inc. Heather has previously held positions at Southwest Business Consultants, Kanaly Trust, Mercer Global Advisors, Inc, and Mercer Global Advisors Inc. Heather is registered to provide services in Texas. Currently, Heather is part of Mercer Global Advisors Inc, which operates out of Houston, Texas. 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

CERTIFIED FINANCIAL PLANNER™

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

5555 San Felipe Street, Suite 200
Houston, TX 77056

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

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

1,020

TX Average: 28
Total Number of Accounts

86,945

TX Average: 1,101
Average Account Size

$521,596

TX 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

Heather Ford Work History

2022 - Present (3 years)

Mercer Global Advisors Inc

2021 - 2022 (1 year)

Mercer Global Advisors Inc

2020 - 2021 (1 year)

Mercer Global Advisors Inc

2017 - 2017 (< 1 year)

Kanaly Trust

2017 - 2020 (3 years)

Mercer Global Advisors, Inc

2013 - 2017 (4 years)

Southwest Business Consultants

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Heather Ford 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

Kevin Dillon
Wayne, PA
Courtney Mersereau
Portland, OR
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Parshad Singh
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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