Best Investors Account Sign in
Inactive

Susan Jane Travis

Mercer Global Advisors Inc.

Houston, TX

Claim This Profile
Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-08-25
LA RA APPROVED 2022-10-03
OK RA APPROVED 2022-10-03
TX RA APPROVED 2017-05-11
  • NH RA
    APPROVED
    Since 2023-08-25
  • LA RA
    APPROVED
    Since 2022-10-03
  • OK RA
    APPROVED
    Since 2022-10-03
  • TX RA
    APPROVED
    Since 2017-05-11

Branch Locations

5555 San Felipe Street, Suite 200, Houston, TX 77056 • 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
Kanaly Trust Houston TX 09/1997 04/2017
Mercer Global Advisors, Inc Houston TX 05/2017 03/2019
Mercer Global Advisors Inc. Houston TX 03/2019 10/2020
Mercer Global Advisors Inc. Houston TX 10/2020 03/2021
Mercer Global Advisors Inc. Houston TX 03/2021 12/2025
Mercer Global Advisors Inc. Houston TX 01/2026 Present
Designations
Other Names
  • May Williams

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor