David Mercier (CRD# 1212766) is an Investment Advisor Representative working at Pathworks Financial, Inc. in Novi, MI and has over 36 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathworks Financial, Inc. | Novi, MI | Jan 2023 - Current | 1 |
| Detroit Life Agency, Inc. | Southfield, MI | Jun 1985 - Current | 38 |
| Pathworks Financial, LLC | Novi, MI | Aug 2021 - Jan 2023 | 1 |
| Scott Smith Financial. Inc. | Novi, MI | Dec 2019 - Aug 2021 | 1 |
| Sigma Financial Corporation | Ann Arbor, MI | May 2011 - Dec 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
- MI
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts902ACCOUNTS
-
Average Account Value$160,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, KS, MI, NC
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