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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carmichael is an investment advisor representative with Mercer Global Advisors Inc. located in Scottsdale, AZ. David has been working in the financial industry since 1983 and has held various positions at several firms including Hartford Capital Corporation, Boucher Oehmke & Quinn, Wedbush Securities, Inc., Drexel Burnham Lambert Incorporated, and Phoenix Equity Planning Corporation. David is a Series 65 and Series 63 licensed advisor. David also manages a family farm and real estate holdings through Carmichael & Sons, LTD.
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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AZ
08/23/2023 - Present
Mercer Global Advisors Inc. (Scottsdale AZ)
NC
06/26/1989 - 12/04/1998
HARTFORD CAPITAL CORPORATION (CHARLOTTE NC)
NA
06/16/1987 - 10/19/1989
BOUCHER OEHMKE & QUINN
NA
02/04/1986 - 06/12/1987
WEDBUSH SECURITIES, INC.
NA
09/22/1983 - 02/12/1986
DREXEL BURNHAM LAMBERT INCORPORATED
NA
01/27/1983 - 04/04/1983
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 07/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/06/1987
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1983
Series 5 - Interest Rate Options Examination
BC
Issued 08/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 01/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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