Thomas MercerCRD Number: 6032665
Current Firm: Raymond James Financial Services Advisors, Inc.
Thomas Mercer (CRD# 6032665) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bellevue, WA and has over 5 years of experience in the finance industry.
Brighton Jones LLC
|Raymond James Financial Services Advisors Inc.||Bellevue, WA||Oct 2013 - Current||3|
|First Tech Federal Credit Union||Bellevue, WA||Sep 2013 - Current||4|
|Raymond James Financial Services, Inc.||Bellevue, WA||Sep 2013 - Current||4|
|Unemployed||Lynnwood, WA||Jun 2013 - Sep 2013||< 1|
|Banner Bank||Bothell, WA||Apr 2013 - Jun 2013||< 1|
|Unemployed||Lynnwood, WA||Dec 2012 - Apr 2013||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Jul 2012 - Dec 2012||< 1|
|Pacific Capital Resource Group||Bellevue, WA||May 2012 - Dec 2012||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Mar 2012 - Dec 2012||< 1|
|Washington State University||Pullman, WA||Aug 2008 - May 2012||3|
|Food And Drug Administration||Bothell, WA||Jun 2011 - Aug 2011||< 1|
|Mcdonald's Corporation||Pullman, WA||Mar 2010 - Apr 2011||1|
|Subway Restaurants||Lynnwood, WA||May 2009 - Aug 2009||< 1|
|Subway Restaurants||Lynnwood, WA||Mar 2007 - Aug 2008||1|
|Lynnwood High School||Lynnwood, WA||Sep 2004 - Jun 2008||3|
|Northgate Hearing Services||Seattle, WA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.