David O Dobbins

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Greeley, CO
• 11/2016 → 05/2023
  Wells Fargo Clearing Services, Llc
  Greeley, CO
• 05/2023 → 07/2026
  In House Media
  Gansevoort, NY
• 07/2026 → Present
  Mercer Global Advisors, Inc.
  Fort Collins, CO

Previous Registrations

• 2011-01-03 → 2023-06-15
  Wells Fargo Clearing Services, Llc
  Greeley, CO
  Greeley, CO
  Greeley, CO
  Windsor, CO
  Denver, CO
  Greeley, CO
  Greeley, CO
  Fort Collins, CO
  Denver, CO
  Denver, CO
  Fort Collins, CO
  Denver, CO
  Fort Collins, CO
  Cambridge, NY
• 2007-01-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Windsor, CO
  Greeley, CO
  Greeley, CO
  Greeley, CO

Exams

• S66 Uniform Combined State Law Examination
  2007-01-23
• S63 Uniform Securities Agent State Law Examination
  2004-07-23

Designations

• Certified Financial Planner

Other Names

• David Oliver Dobbins