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Robert Jennings Reed

Mercer Global Advisors Inc.

Covington, LA

Denver, CO

CRD 702104

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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
LA RA APPROVED 2021-01-04
TX RA APPROVED 2020-12-03
  • LA RA
    APPROVED
    Since 2021-01-04
  • TX RA
    APPROVED
    Since 2020-12-03

Branch Locations

100 Tyler Square Suite 6, Covington, LA 70433 • 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
Personal Financial Advisors, Llc Covington LA 09/1983 10/2020
Mercer Global Advisors Inc. Covington LA 10/2020 06/2021
Mercer Global Advisors Inc. Covington LA 06/2021 Present
Previous Registrations
  • 2004-07-12 → 2021-01-04
    Personal Financial Advisors, Llc
    Covington, LA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-02-15
  • S63 Uniform Securities Agent State Law Examination
    1984-02-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PELICAN ADVISORY LLC
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

MATTHEW EDWIN GREENE
Gabriel Martin
Jack Branch

Nearby Offices

PELICAN ADVISORY LLC · COVINGTON, LA
EDWARD JONES · COVINGTON, LA
LPL FINANCIAL LLC · COVINGTON, LA

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