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Pamela Postma

Mercer Global Advisors Inc.

Johns Island, SC

Denver, CO

CRD 1814961

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Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-09
SC RA APPROVED 2024-12-06
  • NC RA
    APPROVED
    Since 2025-01-09
  • SC RA
    APPROVED
    Since 2024-12-06

Branch Locations

Johns Island, SC • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frango Financial Washington DC 04/2015 12/2024
Mercer Global Advisors Inc. Johns Island SC 12/2024 Present
Previous Registrations
  • 2015-04-27 → 2025-03-24
    Frango Financial
    Washington, DC
    Johns Island, SC
Other Businesses

1. Rental Property; Investment-related; 4360 Sea Forest Drive, Johns Island, SC 29455; Rental Real Estate; Owner; 11/15/2013; 1 hr. per month; 0 hrs. during trading hours; Property owner. 2. Tax Preparation Services; Not investment-related; 5618 Southern Pines Lane, Johns Island, SC 29455; Tax preparation services; Registered Tax Preparer; 12/01/2024; 100 hrs. per month February through April, 2-5 hrs. per month May through January; 0-100 hrs. during trading hours February through April, 0-5 hrs. during trading hours May through January; Tax preparation and filing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-04
  • S65 Uniform Investment Adviser Law Examination
    2015-02-04
Designations
  • Certified Financial Planner
Other Names
  • Pamela Anne Postma
  • Pam Postma
  • Pam Khinda
  • Pamela Anne Postma
  • Pamela Postma Khinda

View on SEC IAPD

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