Bryan PowersCRD Number: 5586604
Current Firm: Mercer Global Advisors Inc.
Bryan Powers (CRD# 5586604) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 9 years of experience in the finance industry. Bryan Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Mercer Global Advisors Inc.||Newport Beach, CA||Aug 2015 - Current||2|
|Mercer Global Advisors Inc.||Newport Beach, CA||Mar 2015 - Aug 2015||< 1|
|Mercer Advisors||Scottsdale, AZ||Dec 2004 - Mar 2015||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management10,058MILLIONS
Total Number of Accounts23,813ACCOUNTS
Average Account Value$422,373
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting 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