Idlewild Financial LLC

Idlewild Financial LLC (CRD# 173210) is a financial advisory firm headquartered in , . They manage $1,500,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Idlewild Financial LLC
Showing 1 - 1 of 1 top financial advisors.
Jerry V. Mercer
CRD#: 2972233
Charlotte, NC

Jerry Mercer (CRD# 2972233) is an Investment Advisor Representative working at Idlewild Financial LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.