Ricky
Gibson

Mercer Global Advisors Inc

CRD#5947678
Investment Advisor
in Vienna, VA

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About this Advisor

Ricky Gibson is a financial advisor based in Vienna, Virginia, working with Mercer Global Advisors Inc. Ricky has previously held positions at Jeffrey Schenkel, Northwestern Mutual Investment Services, LLC, Rob Robertory, Northwestern Mutual, Sandy Spring Bank, and Mercer Global Advisors Inc. Ricky is registered to provide services in Virginia. Currently, Ricky is part of Mercer Global Advisors Inc, which operates out of Vienna, Virginia. 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

8614 Westwood Center Dr Suite 750
Vienna, VA 22182

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

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

1,020

VA Average: 28
Total Number of Accounts

86,945

VA Average: 1,101
Average Account Size

$521,596

VA 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

Ricky Gibson Work History

2022 - Present (3 years)

Mercer Global Advisors Inc

2019 - 2022 (3 years)

Sandy Spring Bank

2018 - 2019 (1 year)

Northwestern Mutual

2014 - 2018 (4 years)

Northwestern Mutual Investment Services, LLC

2014 - 2018 (4 years)

Rob Robertory

2013 - 2014 (1 year)

Jeffrey Schenkel

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ricky Gibson 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
David Haman
Wayne, PA
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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