Mark Eshman (CRD# 1022679) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Ketchum, ID and has over 42 years of experience in the finance industry.
CRD# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mercer Global Advisors Inc. | Ketchum, ID | May 2022 - Current | 2 |
Mercer Global Advisors Inc. | Ketchum, ID | Jul 2020 - May 2022 | 1 |
Clearrock Capital | Ketchum, ID | Jun 2007 - Jun 2020 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1982 |
S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- CA
- ID
- NY
- TX
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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