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Ian Alexander Hamre

Mercer Global Advisors Inc.

Roanoke, VA

Denver, CO

CRD 6312620

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-08-16
  • VA RA
    APPROVED
    Since 2022-08-16

Branch Locations

2008 Stephenson Ave Sw, Roanoke, VA 24014 • 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
Harrison & Company Wealth Management Llc Roanoke VA 01/2014 06/2022
Mercer Global Advisors Inc. Denver CO 06/2022 Present
Previous Registrations
  • 2014-08-15 → 2023-02-17
    Hco Private Wealth
    Roanoke, VA
Other Businesses

Haller G Prillaman Trust, DTD 5-11-2016; not investment related; 60 Stonewall Dr., Daleville, VA 24083; Trust; Trustee; 06.2020; 1 hour per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-15
  • S65 Uniform Investment Adviser Law Examination
    2014-08-15
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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