Alexander
Kimura
Mercer Global Advisors Inc
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About this Advisor
Alexander Kimura is a certified financial planner operating in Los Angeles, California who has 3 years of relevant experience. Kimura is an employee of Mercer Global Advisors Inc. Throughout their career, Kimura has worked at Cetera Advisor Networks LLC, Argosy Wealth Management, Mutual Securities, Inc and Mercer Global Advisors Inc. Kimura holds a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in California. Mercer Global Advisors Inc is an advisory company operating out of Denver, CO. It has offices in 80 locations and a total of 900 employees. It manages $35 billion in total assets between its 76,213 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 89 charities and foundations. Of its 76,213 customer accounts, 34% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs a number 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 charged by financial advisors largely vary depending on which services are provided. Fee types charged by Mercer Global Advisors Inc may include any blend 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
Alexander Kimura Work History
Alexander has been registered as a financial advisor for 3 years.*
Mercer Global Advisors Inc
Mutual Securities, Inc
Argosy Wealth Management
Cetera Advisor Networks 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 Alexander Kimura 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
Walnut Creek, CA
Houston, TX
Atlanta, GA
Denver, CO
Santa Barbara, CA
Denver, CO
Denver, CO
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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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.
