Julie Dawn Brown

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

• 11/2009 → 06/2022
  Bivin & Associates, Inc.
  Ponca City, OK
• 01/2009 → 12/2016
  Sagepoint Financial, Inc
  Ponca City, OK
• 05/2022 → Present
  Mercer Global Advisors Inc.
  Ponca City, OK

Previous Registrations

• 2010-01-04 → 2022-10-26
  Bivin & Associates, Inc.
  Ponca City, OK

Other Businesses

1. Notary Public; Not investment-related; Ponca City, OK; Notarial services; Notary Public; 11/2001; Less than 1 hour per month; Less than 1 hour per month; Provides notary services.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-03
• S63 Uniform Securities Agent State Law Examination
  2000-05-18