Roain Saunders (CRD# 7041913) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Woodbridge, CT and has 1 year of experience in the finance industry. Roain Saunders 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# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Woodbridge, CT | Sep 2023 - Current | < 1 |
| Mercer Global Advisors Inc. | Woodbridge, CT | Jan 2023 - Sep 2023 | < 1 |
| Mercer Global Advisors, Inc. | Woodbridge, CT | Dec 2021 - Jan 2023 | 1 |
| Mercer Global Advisors, Inc. | Fairfield, CT | Apr 2021 - Dec 2021 | < 1 |
| Mercer Global Advisors | Fairfield, CT | Oct 2020 - Apr 2021 | < 1 |
| Mercer Global Advisors Inc. | Fairfield, CT | Jan 2020 - Oct 2020 | < 1 |
| Unemployed | Dallas, TX | Mar 2019 - Dec 2019 | < 1 |
| Mercer Global Advisors Inc. | Dallas, TX | Oct 2018 - Feb 2019 | < 1 |
| Mitchellclark & Company | Brenham, TX | Sep 2017 - Oct 2018 | 1 |
| Joel Isaacson & Company, LLC | New York, NY | Jul 2016 - Aug 2017 | 1 |
| Texas Tech University | Lubbock, TX | Aug 2014 - May 2016 | 1 |
| Alfred State - Suny College Of Tech | Alfred, NY | Aug 2010 - May 2014 | 3 |
- CT
- TX
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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