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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Glendon Minton is a financial advisor currently registered with Mercer Global Advisors Inc. in Houston, Texas. He is a Certified Financial Planner. Minton has been in the financial services industry since 2005 and has experience with Fidelity Brokerage Services LLC and Morgan Stanley DW Inc. He specializes in providing financial planning, portfolio management, and pension consulting. His areas of expertise include retirement planning, investment management, and estate planning.
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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TX
08/10/2018 - Present
Mercer Global Advisors Inc. (Houston TX)
TX
06/21/2006 - 06/01/2018
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
NY
07/29/2005 - 05/10/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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