Katherine Hyland Mercer (CRD# 6389405) is an Investment Advisor Representative working at Ferris Wheel Finance, Inc. in Venice, FL and has over 9 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ferris Wheel Finance, Inc. | Venice, FL | Jun 2018 - Current | 5 |
| Ferris Wheel Finance, Inc. | Venice, FL | Dec 2017 - Current | 6 |
| Lucky Compass Enterprise, Inc. | Northborough, MA | Dec 2009 - Current | 14 |
| Kate Hyland Mercer, Sole Proprietor | Venice, FL | Nov 2004 - Current | 19 |
| Business Concepts, Inc. | Venice, FL | Apr 2002 - Current | 22 |
| Wells Fargo Clearing Services, LLC | Venice, FL | Nov 2015 - Mar 2017 | 1 |
| Edward Jones | St. Louis, MO | Jan 2015 - Nov 2015 | < 1 |
| Edward Jones | St Louis, MO | Oct 2014 - Nov 2015 | 1 |
| Goodnow Meadows, LLC | Northborough, MA | Jan 2007 - Jun 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- FL
- MA
- TN
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts502ACCOUNTS
-
Average Account Value$52,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, MA, TN
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