Ryan BergmannCRD Number: 5288889
Current Firm: Mercer Global Advisors Inc.
Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Reston, VA and has over 10 years of experience in the finance industry. Ryan Bergmann 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.
David Wealth Management, LLC
Palatine Advisors, Inc.
Planning Solutions Group, LLC
|Mercer Global Advisors Inc.||Reston, VA||Sep 2015 - Current||2|
|Sanders Morris Harris Inc.||Houston, TX||Mar 2013 - Current||4|
|Edelman Financial Services LLC||Fairfax, VA||Mar 2013 - Current||4|
|Td Ameritrade||Reston, VA||Jan 2009 - Feb 2013||4|
|Edward Jones||St. Louis, MO||Feb 2007 - Jan 2009||1|
|Pacific America Mortgage Company||Las Vegas, NV||Dec 2006 - Jan 2007||< 1|
|Funding America||Las Vegas, NV||Oct 2006 - Nov 2006||< 1|
|Mgm Grand Hotel And Casino||Las Vegas, NV||Mar 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management6,074MILLIONS
Total Number of Accounts18,595ACCOUNTS
Average Account Value$326,627
- 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
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