Thomas MercerCRD Number: 6032665
Current Firm: Lpl Financial LLC
Thomas Mercer (CRD# 6032665) is an Investment Advisor Representative working at Lpl Financial LLC in Tukwila, WA and has over 5 years of experience in the finance industry.
Brighton Jones LLC
|Becu Investment Services||Tukwila, WA||Jun 2017 - Current||< 1|
|Lpl Financial LLC||Tukwila, WA||Jun 2017 - Current||< 1|
|First Tech Federal Credit Union||Bellevue, WA||May 2014 - May 2017||3|
|Raymond James Financial Services Advisors Inc.||Bellevue, WA||Oct 2013 - May 2017||3|
|Raymond James Financial Services, Inc.||Bellevue, WA||Sep 2013 - May 2017||3|
|Unemployed||Lynnwood, WA||Jun 2013 - Sep 2013||< 1|
|Banner Bank||Bothell, WA||Apr 2013 - Jun 2013||< 1|
|Unemployed||Lynnwood, WA||Dec 2012 - Apr 2013||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Jul 2012 - Dec 2012||< 1|
|Pacific Capital Resource Group||Bellevue, WA||May 2012 - Dec 2012||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Mar 2012 - Dec 2012||< 1|
|Washington State University||Pullman, WA||Aug 2008 - May 2012||3|
|Food And Drug Administration||Bothell, WA||Jun 2011 - Aug 2011||< 1|
|Mcdonald's Corporation||Pullman, WA||Mar 2010 - Apr 2011||1|
|Subway Restaurants||Lynnwood, WA||May 2009 - Aug 2009||< 1|
|Subway Restaurants||Lynnwood, WA||Mar 2007 - Aug 2008||1|
|Lynnwood High School||Lynnwood, WA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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)
- Educational seminars/workshops
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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