Lisa Marie Goodman

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

• 01/2012 → 02/2018
  Brandes Investment Partners, L.P.
  San Diego, CA
• 09/2015 → 02/2018
  Alps Distributors, Inc.
  Denver, CO
• 02/2018 → 12/2018
  Unemployed
  San Diego, CA
• 12/2018 → 12/2021
  Reilly Financial Advisors, Llc
  La Mesa, CA
• 12/2021 → 03/2022
  Unemployed
  Newport Beach, CA
• 04/2022 → 03/2026
  Mercer Global Advisors Inc.
  Newport Beach, CA
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Newport Beach, CA

Previous Registrations

• 2018-12-04 → 2022-01-03
  Reilly Financial Advisors
  Newport Beach, CA
  La Mesa, CA
• 2003-10-02 → 2018-02-02
  Brandes Investment Partners, Lp
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-09-03
• S65 Uniform Investment Adviser Law Examination
  2003-09-06

Other Names

• Lisa M Goodman
• Lisa Marie Goodman
• Lisa Marie Goodman
• Lisa Marie Goodman