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Ernest T George

Mercer Global Advisors Inc.

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About Ernest T George

Ernest T. George is a financial advisor with Mercer Global Advisors Inc.. Ernest is based in Denver, CO and has been in the industry for over 40 years. Ernest's experience includes providing financial planning, portfolio management, and other services to individuals, businesses, and charitable organizations.

Firm Information

Ernest George is currently registered with Mercer Global Advisors Inc.. Mercer Global Advisors Inc. is an investment advisor registered with the SEC. They provide a variety of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have approximately $1 billion to $10 billion in assets under management and serve over 28,000 clients. Their main office is located in Denver, Colorado.
Mercer Global Advisors Inc.

1200 17TH STREET

DENVER, CO 80202

$45.35B

Assets Under Management

Not reported

Total Clients

444

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trust services, estate planning, tax return preparation, consultation

Trust services, estate planning, tax return preparation, consultation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ernest George’s Registration & Firm History

MS

07/14/2021 - Present

Mercer Global Advisors Inc. (Starkville MS)

MS

10/23/1989 - 07/16/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (STARKVILLE MS)

NY

10/11/1990 - 01/03/1991

MONY SECURITIES CORP. (NEW YORK NY)

NY

11/03/1986 - 10/15/1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)

MA

01/04/1985 - 11/11/1989

MANEQUITY, INC. (BOSTON MA)

MA

10/27/1982 - 11/07/1989

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NA

01/31/1982 - 10/31/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/07/1978 - 03/30/1987

MONY SECURITIES CORP.

NA

08/07/1978 - 07/17/1981

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

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Licenses & Designations

BC

Issued 11/01/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/1990

Series 24 - General Securities Principal Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 08/03/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ernest T George.
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