Clarence Mercatoris (CRD# 7253164) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brookville, PA and has over 3 years of experience in the finance industry.
CRD# 6994913
Edward Jones
CRD# 4822754
Securities America Advisors, Inc.
CRD# 804800
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2021 - Current | 2 |
| Allegheny Investments, Ltd | Pittsburgh, PA | May 2020 - Aug 2021 | 1 |
| Unemployed | Brookville, PA | Nov 2019 - Apr 2020 | < 1 |
| Montour Heights Cc | Coraopolis, PA | Apr 2019 - Oct 2019 | < 1 |
| Self Employeed | Brookville, PA | May 2018 - Mar 2019 | < 1 |
| Cnb Bank | Clearfield, PA | Nov 2017 - Apr 2018 | < 1 |
| Self Employed | Brookville, PA | Jun 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- PA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, WY
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