Ian
Hamre
Mercer Global Advisors Inc
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About this Advisor
Ian Hamre is a chartered financial analyst working in Roanoke, Virginia, who has 1 year of industry experience. Hamre is currently employed by Mercer Global Advisors Inc. Throughout their career, they have worked at Harrison & Company Wealth Management LLC, Carter Bank & Trust and Mercer Global Advisors Inc. Hamre maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Virginia. Mercer Global Advisors Inc is a business operating out of Denver, CO. The investment advisory business has offices in 80 locations and a total of 900 advisors. It manages $35 billion in total assets between its 76,213 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% are held by high-net-worth investors who have greater than $1 million in assets. Mercer Global Advisors Inc provides a broad set of services, including 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. Fees for financial advice largely are based on which services the firm provides the client. However, fees charged by Mercer Global Advisors Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
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
Ian Hamre Work History
Ian has been registered as a financial advisor for 1 years.*
Mercer Global Advisors Inc
Harrison & Company Wealth Management LLC
Carter Bank & Trust
*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 Ian Hamre 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
Denver, CO
Denver, CO
Walnut Creek, CA
Boulder, CO
Santa Barbara, CA
Denver, CO
New York, NY
Atlanta, GA
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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