Samuel
Hume

Mercer Global Advisors Inc

CRD#4930757
Investment Advisor
in Granbury, TX

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About this Advisor

Samuel Hume is a financial advisor working in Granbury, Texas who has 1 year of industry experience. Hume is currently employed by Mercer Global Advisors Inc. Throughout their career, they have worked at Se Baca Farms, First Command Insurance Services Inc, First Command Advisory Services Inc, First Command Financial Planning Inc, Amerivest Investment Management, LLC, Td Ameritrade, Inc, Bbva Usa, Lake Point Advisory Group, Bbva Securities Inc, Bbva Wealth Solutions Inc, Mercer Global Advisors and Bva Insurance Agency, Inc. Hume has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Mercer Global Advisors Inc is a firm operating out of Denver, CO. It has offices in 80 locations and a total of 900 employees. It administers $35 billion in assets across its 76,213 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 89 charitable organizations. Of its 76,213 accounts, 34% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, such as 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. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Mercer Global Advisors Inc likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

4425 East Highway 377 Suite 117
Granbury, TX 76049

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

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

900

TX Average: 28
Total Number of Accounts

76,213

TX Average: 1,101
Average Account Size

$461,098

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

Samuel Hume Work History

Samuel has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Mercer Global Advisors

2021 - 2021 (< 1 year)

Lake Point Advisory Group

2021 - 2021 (< 1 year)

Bbva Securities Inc

2021 - 2021 (< 1 year)

Bbva Wealth Solutions Inc

2021 - 2021 (< 1 year)

Bva Insurance Agency, Inc

2020 - 2021 (1 year)

Bbva Usa

2019 - 2020 (1 year)

Se Baca Farms

2019 - 2019 (< 1 year)

First Command Insurance Services Inc

2018 - 2019 (1 year)

First Command Advisory Services Inc

2018 - 2019 (1 year)

First Command Financial Planning Inc

2016 - 2019 (3 years)

Se Baca Farms

2016 - 2016 (< 1 year)

Amerivest Investment Management, LLC

2007 - 2016 (9 years)

Td Ameritrade, Inc

*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 Samuel Hume 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

Rudolph Brandes
Denver, CO
Timothy Kallas
Walnut Creek, CA
Justin Shane
Santa Barbara, CA
Chanelle Van Pelt
Santa Barbara, CA
Melissa Dresnok
Denver, CO
James Czirr
Denver, CO
Ricky Gibson
Vienna, VA
Li Huang
New York, NY

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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