Davis Lundberg

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

• 12/2021 → 06/2024
  Spire Securities, Llc
  Reston, VA
• 05/2017 → 07/2019
  Golf Galaxy, Llc.
  Berwyn, PA
• 01/2010 → 06/2016
  Upper Merion Area School District
  King Of Prussia, PA
• 08/2016 → 05/2020
  Temple University
  Philadelphia, PA
• 09/2020 → 05/2021
  Doeren Mayhew Cpa's And Advisors
  Reston, VA
• 05/2019 → 09/2019
  Bentley Systems, Llc.
  Exton, PA
• 06/2021 → 12/2021
  Unemployed
  Reston, VA
• 06/2020 → 09/2020
  Unemployed
  Philadelphia, PA
• 06/2024 → Present
  Mercer Global Advisors Inc.
  Radnor, PA

Previous Registrations

• 2023-07-25 → 2024-05-23
  Spire Wealth Management, Llc
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-24