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Kathryn Dale Beach

Mercer Global Advisors Inc.

Asheville, NC

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-10-06
NC RA APPROVED 2022-07-28
TX RA APPROVED 2022-07-28
  • NH RA
    APPROVED
    Since 2025-10-06
  • NC RA
    APPROVED
    Since 2022-07-28
  • TX RA
    APPROVED
    Since 2022-07-28

Branch Locations

300 Ridgefield Court Suite 309, Asheville, NC 28806 • 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
Raymond James Financial Services Inc Asheville NC 11/2019 06/2022
On Track Wnc Asheville NC 09/2014 11/2019
Raymond James Financial Services Advisors Asheville NC 06/2020 06/2022
Mercer Global Advisors Inc. Asheville NC 06/2022 03/2023
Mercer Global Advisors Inc. Asheville NC 03/2023 Present
  • 11/2019 → 06/2022
    Raymond James Financial Services Inc
    Asheville, NC
  • 09/2014 → 11/2019
    On Track Wnc
    Asheville, NC
  • 06/2020 → 06/2022
    Raymond James Financial Services Advisors
    Asheville, NC
  • 06/2022 → 03/2023
    Mercer Global Advisors Inc.
    Asheville, NC
  • 03/2023 → Present
    Mercer Global Advisors Inc.
    Asheville, NC
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-23
  • S63 Uniform Securities Agent State Law Examination
    2020-06-23
Designations

View on SEC IAPD

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