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Bennie Eugene Stephenson

Mercer Global Advisors Inc.

Newport Beach, CA

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-28
KS RA APPROVED 2025-11-07
  • CA RA
    APPROVED
    Since 2026-01-28
  • KS RA
    APPROVED
    Since 2025-11-07

Branch Locations

620 Newport Center Drive Suite 1030, Newport Beach, CA 92660 • 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
Isagenix International Chandler AZ 07/2011 09/2024
Mercer Global Advisors Inc. Overland Park KS 10/2025 Present
Velocity Llc Overland Park KS 02/2012 10/2025
  • 07/2011 → 09/2024
    Isagenix International
    Chandler, AZ
  • 10/2025 → Present
    Mercer Global Advisors Inc.
    Overland Park, KS
  • 02/2012 → 10/2025
    Velocity Llc
    Overland Park, KS
Previous Registrations
  • 2013-03-27 → 2013-06-25
    Personal Financial Group
    Overland Park, KS
  • 2012-09-19 → 2013-03-05
    Wells Fargo Clearing Services, Llc
    Overland Park, KS
  • 2010-04-23 → 2012-02-06
    Morgan Stanley
    Leawood, KS
  • 2007-12-21 → 2007-12-21
    Financial Engines Advisor Center, Llc
    Overland Park, KS
  • 2007-08-02 → 2007-12-12
    Waterstone Financial Group, Inc.
    Leawood, KS
  • 2002-02-05 → 2005-12-31
    Mml Investors Services, Llc
    Overland Park, KS
  • 2002-01-01 → 2005-12-15
    Legacy Financial Group, Inc.
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-22
S65 Uniform Investment Adviser Law Examination 2001-02-27
S63 Uniform Securities Agent State Law Examination 1993-03-10
  • S66 Uniform Combined State Law Examination
    2010-04-22
  • S65 Uniform Investment Adviser Law Examination
    2001-02-27
  • S63 Uniform Securities Agent State Law Examination
    1993-03-10
Designations
Other Names
  • Ben E Stephenson
  • Ben Eugene Stephenson
  • Bennie Stephenson
  • Ben E Stephenson
  • Bennie Eugene Stephenson
  • Bennie Eugene Stephenson

View on SEC IAPD

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