Douglas Fabian (CRD# 1800979) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Ketchum, ID and has over 36 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. | Boise, ID | Jun 2021 - Current | 2 |
| Mercer Global Advisors Inc. | Santa Barbara, CA | Oct 2020 - Jun 2021 | < 1 |
| Mercer Global Advisors Inc. | Santa Barbara, CA | Feb 2017 - Oct 2020 | 3 |
| Fabian Wealth Strategies, Inc. | Costa Mesa, CA | Jan 2002 - Jan 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
- CA
- ID
- PA
- TX
- WA
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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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