Best Investors Account Sign in
Inactive

James Lee Roundy

Mercer Global Advisors Inc.

Tigard, OR

Denver, CO

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-23
OR RA APPROVED 2021-03-18
  • TX RA
    APPROVED
    Since 2023-08-23
  • OR RA
    APPROVED
    Since 2021-03-18

Branch Locations

12909 Southwest 68Th Parkway Suite 230, Tigard, OR 97223 • 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
Mercer Global Advisors Inc. Portland OR 01/2021 03/2022
Mcgee Wealth Management Portland OR 09/2018 12/2020
Catherine Store Carbondale CO 05/2018 08/2018
Songwon Elementary School Gwangju 02/2016 02/2018
Mercer Global Advisors Inc. Portland OR 03/2022 Present
  • 01/2021 → 03/2022
    Mercer Global Advisors Inc.
    Portland, OR
  • 09/2018 → 12/2020
    Mcgee Wealth Management
    Portland, OR
  • 05/2018 → 08/2018
    Catherine Store
    Carbondale, CO
  • 02/2016 → 02/2018
    Songwon Elementary School
    Gwangju
  • 03/2022 → Present
    Mercer Global Advisors Inc.
    Portland, OR
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LETTIN WEALTH MANAGEMENT GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

STRATEGIC ADVISERS LLC · TIGARD, OR
EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR

More in Tigard, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor