Mercedes
Barker
Equilibria Wealth Management, LLC
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About this Advisor
Mercedes Barker is a financial advisor operating in Odessa, Texas, who has 3 years of industry experience. Barker currently works for Equilibria Wealth Management, LLC. Throughout their career, Barker has worked at Wells Fargo Advisors Financial Network LLC, Equilibria Wealth Management, Summit Brokerage Services Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC, Insurance Agent, Equilibria Earth, Dba Fruit & Me, Mercedes Barker, LLC, Dba Your Divorce Financial Analyst and Gabrianna LLC Dba Gabrianna Realty. Barker has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Equilibria Wealth Management, LLC is an advisory company that has its headquarters in Katy, TX. It handles $126 million in assets among its 257 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 257 customer accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm offers a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which services are provided. Fees billed by Equilibria Wealth Management, LLC can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equilibria Wealth Management, LLC Brokerage Details
$126,274,735
3
257
$491,341
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mercedes Barker Work History
Mercedes has been registered as a financial advisor for 3 years.*
Gabrianna LLC Dba Gabrianna Realty
Mercedes Barker, LLC, Dba Your Divorce Financial Analyst
Equilibria Earth, Dba Fruit & Me
Equilibria Wealth Management
Insurance Agent
Cetera Advisor Networks LLC
Summit Brokerage Services Inc
Summit Financial Group Inc
Wells Fargo Advisors Financial Network 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 Mercedes Barker 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 Equilibria Wealth Management, LLC
Midland, TX
Odessa, TX
Odessa, TX
Odessa, TX
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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