Reece Macgregor Betcher

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

• 12/2018 → 12/2019
  Edward Jones
  St Louis, MO
• 07/2016 → 10/2018
  Red Robin
  Happy Valley, OR
• 08/2018 → 11/2018
  Kohls
  Portland, OR
• 04/2020 → 05/2024
  Charles Schwab & Co., Inc.
  Portland, OR
• 04/2020 → 05/2024
  Charles Schwab Bank
  Portland, OR
• 10/2019 → 12/2019
  Omega Wares
  Portland, OR
• 06/2024 → 11/2025
  Tiaa
  Portland, OR
• 06/2024 → 11/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Portland, OR
• 12/2019 → 04/2020
  Unemployed
  Portland, OR
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Tigard, OR

Previous Registrations

• 2024-06-20 → 2025-11-10
  Tiaa-Cref Individual & Institutional Services, Llc
  Tigard, OR
  Milwaukie, OR
  Portland, OR
• 2020-05-13 → 2024-05-31
  Charles Schwab & Co., Inc.
  Lake Oswego, OR
• 2019-02-21 → 2019-12-17
  Edward Jones
  Portland, OR
  St Louis, MO
  Tempe, AZ
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2019-02-19

Designations

• Certified Financial Planner

Other Names

• Reece Betcher