Michael Robert Turley

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

• 02/2004 → 04/2023
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Denver, CO
• 04/2023 → 09/2023
  Unemployed
  Lafayette, CA

Previous Registrations

• 2015-12-15 → 2023-04-17
  First Command Advisory Services
  Fort Worth, TX
  Fort Worth, TX
• 2005-09-02 → 2015-12-15
  First Command Brokerage Services, Inc.
  Highland Falls, NY
  Newport, RI
  San Diego, CA
  Fairfield, CA
  Fayetteville, NC
  Fayetteville, NC
  Santa Maria, CA
  Sierra Vista, AZ
  Fort Worth, TX
• 2005-07-19 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-15
• S63 Uniform Securities Agent State Law Examination
  2004-05-03

Other Names

• Mike Robert Turley