David Kerber, financial advisor Scottsdale AZ
92 score

David Kerber

CRD Number: 6308954
Current Firm: Mercer Global Advisors Inc.

David Kerber (CRD# 6308954) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Scottsdale, AZ and has over 2 years of experience in the finance industry. David Kerber 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.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Scottsdale, AZ Jan 2018 - Current < 1
Mercer Global Advisors Inc. Newport Beach, CA Jan 2016 - Jan 2018 2
Robert W. Baird & Company Minnetonka, MN Jul 2015 - Nov 2015 < 1
Meristem Minnetonka, MN May 2009 - Apr 2015 5
School Chaska, MN Jan 2004 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for David C. Kerber
Phone Number: (800) 258-1559
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10,058
    MILLIONS
  • Total Number of Accounts
    23,813
    ACCOUNTS
  • Average Account Value
    $422,373
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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