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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 Voth is an investment advisor representative associated with Mercer Global Advisors Inc. David has been in the industry for over 35 years. David is registered in North Carolina to provide investment advice. David's firm Mercer Global Advisors Inc. is headquartered in Denver, CO and has offices across the country. The firm manages over $45 billion in assets and has over 700 employees. David's firm provides financial planning, portfolio management, and other advisory services.
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
CO
03/06/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
NC
07/21/2016 - 02/28/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
01/05/2016 - 04/07/2016
LPL FINANCIAL LLC (MATTHEWS NC)
FL
12/01/2010 - 11/02/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Gainesville FL)
SC
07/20/2010 - 11/29/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MT PLEASANT SC)
PA
09/30/1999 - 01/13/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
MO
05/14/1999 - 09/17/1999
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
TX
06/13/1996 - 06/02/1997
SIGNAL SECURITIES, INC. (FORT WORTH TX)
RI
11/17/1995 - 03/20/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
04/24/1995 - 10/03/1995
SIGNAL SECURITIES, INC. (FORT WORTH TX)
TX
03/06/1992 - 04/23/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
TX
03/15/1990 - 07/13/1990
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
01/06/1987 - 03/19/1988
FIDELITY BROKERAGE SERVICES, INC.
NA
07/10/1986 - 12/16/1986
FIDELITY DISTRIBUTORS CORPORATION
BOTH
Issued 08/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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