Mercedes Barker, financial advisor Odessa TX

Mercedes Barker

CRD Number: 5232805
Current Firm: Equilibria Wealth Management, LLC

Mercedes Barker (CRD# 5232805) is an Investment Advisor Representative working at Equilibria Wealth Management, LLC in Odessa, TX and has over 17 years of experience in the finance industry.

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Spc
Company Name Location Dates Years
Gabrianna Llc Dba Gabrianna Realty Katy, TX Jul 2018 - Current 5
Mercedes Barker, Llc, Dba Your Divorce Financial Analyst Katy, TX Oct 2017 - Current 6
Equilibria Earth, Dba Fruit & Me Katy, TX Nov 2016 - Current 7
Equilibria Wealth Management Katy, TX May 2010 - Current 13
Insurance Agent Katy, TX Feb 2008 - Current 16
Cetera Advisor Networks LLC Katy, TX Sep 2019 - Nov 2020 1
Summit Financial Group Inc. Katy, TX Aug 2015 - Nov 2020 5
Summit Brokerage Services Inc. Odessa, TX Aug 2015 - Sep 2019 4
Wells Fargo Advisors Financial Network LLC Odessa, TX May 2010 - Aug 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Mercedes G. Barker
Phone Number: 432-617-7788
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $491,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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