Frank Mercer (CRD# 2855225) is an Investment Advisor Representative working at Southeast Asset Advisors, LLC in Tallahassee, FL and has over 27 years of experience in the finance industry. Frank Mercer 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.
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1561147
Amb Wealth, LLC
CRD# 5391298
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Southeast Asset Advisors, Inc. | Tallahassee, FL | Dec 1991 - Current | 32 |
| Lanigan & Associates, P. C. | Tallahassee, FL | Sep 1977 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- FL
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Total Assets Under Management3,747MILLIONS
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Total Number of Accounts1,345ACCOUNTS
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Average Account Value$2,786,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, SC, TN, TX, VA
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