Kimberly Lynn Maxwell

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

• 10/2022 → Present
  Mercer Global Advisors Inc.
  Atlanta, GA
• 11/2020 → 09/2022
  Stewart, Kizzar, And Brockelbank, Cpas
  Alpharetta, GA
• 01/2020 → 03/2020
  Cambre And Associates
  Atlanta, GA
• 03/2020 → 10/2020
  Unemployed
  Atlanta, GA
• 01/2018 → 12/2019
  Double Zero
  Atlanta, GA
• 01/2016 → 10/2018
  The Union
  Milton, GA

Other Businesses

1) ALEXANDER WHITE AGENCY; NON INVESTMENT-RELATED; THEATER; ACTOR; 10/04/2022; APPROX 1 HOUR DEVOTED TO THIS ACTIVITY PER MONTH, NONE DURING TRADING. DUTIES INCLUDE: AUDITIONING AND PERFORMING WHEN CASTED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-14