Gail Mercer (CRD# 2695191) is an Investment Advisor Representative working at Oneseven in Bowling Green, OH and has over 28 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 2146399
Venture Visionary Partners LLC
CRD# 7039238
Munn Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services, Inc. | Monaca, PA | Sep 2023 - Current | < 1 |
| Mgo One Seven Dba Hyperion Wealth Group | Beachwood, OH | Sep 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Bowling Green, OH | Jan 2009 - Sep 2023 | 14 |
| Raymond James Financial Services, Inc. | Bowling Green, OH | Apr 2004 - Sep 2023 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- FL
- OH
- TX
-
Total Assets Under Management2,571MILLIONS
-
Total Number of Accounts9,416ACCOUNTS
-
Average Account Value$273,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
About Wealthminder
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 derived from SEC.gov data covering 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.
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.