Brian Richard Holmes

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

• 08/2013 → 04/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → 08/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Denver, CO

Previous Registrations

• 2023-04-03 → 2023-09-22
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Greenwood Village, CO
• 2014-11-17 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-17

Other Names

• Brian Holmes
• Brian Richard Holmes