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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Davis is a financial advisor at Mercer Global Advisors Inc. Alan is a registered investment advisor representative with a focus on retirement planning, investment management, and estate planning. Alan has over 10 years of experience in the financial services industry and has held previous positions at CUSO Financial Services, LP, RAYMOND JAMES FINANCIAL SERVICES, INC., and CUNA BROKERAGE SERVICES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/27/2021 - Present
Mercer Global Advisors Inc. (San Diego CA)
CA
09/19/2019 - 02/20/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (POWAY CA)
CA
11/21/2017 - 09/18/2019
CUSO FINANCIAL SERVICES, L.P. (POWAY CA)
CA
08/11/2011 - 11/10/2017
CUNA BROKERAGE SERVICES, INC. (SANTA ANA CA)
CA
12/09/2010 - 07/19/2011
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
10/10/2005 - 10/15/2010
SII INVESTMENTS, INC. (LONG BEACH CA)
CA
01/09/2001 - 10/11/2005
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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