Unclaimed
Bryan Nicholas Powers is an Investment Advisor Representative with Mercer Global Advisors Inc.. Bryan has been in the industry since December 2004 and has a Series 65 license. Bryan also holds the Certified Financial Planner designation. Bryan is registered with the states of Arizona, California, Colorado, Louisiana, New Mexico, New York, Oregon, Texas and Washington. Mercer Global Advisors Inc. is based in Denver, Colorado and has approximately $1 billion to $10 billion in assets under management. They provide portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. They also offer trust services, estate planning, tax return preparation and consultation.
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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CA
04/29/2015 - Present
Mercer Global Advisors Inc. (Santa Barbara CA)
IA
Issued 12/12/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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