Frank Ferrell Bowling

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → 01/2025
  Massmutual Life Insurance Company
  Springfield, MA
• 08/2001 → 01/2025
  Mml Investors Services
  Gallatin, TN
• 01/2013 → 02/2025
  Financial Partners Group, Llc
  Gallatin, TN
• 02/2025 → Present
  Mercer Global Advisors Inc.
  Gallatin, TN

Previous Registrations

• 2025-01-28 → 2025-08-18
  Financial Partners Group, Llc
  Gallatin, TN
• 2004-01-08 → 2025-02-05
  Mml Investors Services, Llc
  Gallatin, TN
  Gallatin, TN

Other Businesses

1. Gallatin Warehousing; Investment-related; Gallatin, TN; Rental Real Estate; Partner; 06/01/2015; 2 hrs. per month; 0 hrs. during trading hours; Collect rent, pay bills. 2. BBK Investment Group LLC; Investment-related; Gallatin, TN; Rental Real Estate; Partner; 06/01/2004; 2 hrs. per month; 0 hrs. during trading hours; Deposit rent checks, pay bills. 3. Accident & Health, Life, Variable Life and Variable Annuity Insurance License; Investment-related; 607 Commons Drive, Gallatin, TN 37066; Insurance sales; Insurance Producer; 12/07/2000; 7 hrs. per month; 7 hrs. during trading hours; Holds active insurance licenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-01
• S63 Uniform Securities Agent State Law Examination
  2000-10-24

Other Names

• Bo Bowling