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Derek George Thomas Demars

Mercer Global Advisors Inc.

Rowlett, TX

CRD 8330542

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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
TX RA APPROVED 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

Rowlett, TX • 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
Mercer Global Advisors Inc. Rockwall TX 10/2022 04/2026
Leaf Commercial Capital, Inc. Mesquite TX 07/2017 10/2022
Lakeshore Church Rockwall TX 10/2015 07/2017
Mercer Global Advisors Inc. Rowlett TX 04/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-31
  • S65 Uniform Investment Adviser Law Examination
    2026-08-31

View on SEC IAPD

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