Justin
Shane
Mercer Global Advisors Inc
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About this Advisor
Justin Shane is a certified financial planner who works in Santa Barbara, California, who has 9 years of relevant experience. Shane is an employee of Mercer Global Advisors Inc. During their career, Shane has held roles at Mercer Advisors Inc, Mercer Global Advisors Inc and Mercer Global Advisors, Inc. Shane holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in California. Mercer Global Advisors Inc is a financial advisory firm that has its headquarters in Denver, CO. The company has offices in 80 locations and a total of 900 financial advisors. It controls $35 billion in assets under management across its 76,213 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 89 charities and foundations. Of its 76,213 accounts, 34% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has 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. Fees charged by financial advisors depend on the type of services. However, fees charged by Mercer Global Advisors Inc can include some 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
Justin Shane Work History
Justin has been registered as a financial advisor for 9 years.*
Mercer Global Advisors, Inc
Mercer Global Advisors, Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Advisors 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 Justin Shane 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
Boulder, CO
Santa Barbara, CA
Denver, CO
Walnut Creek, CA
Walnut Creek, CA
Vienna, VA
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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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.
