Unclaimed
Heather Marie Ford is a financial advisor with Mercer Global Advisors Inc. Heather is registered to provide investment advice in Texas. Heather has been in the financial services industry since January 2013. Prior to joining Mercer Global Advisors Inc. in April 2017, Heather was employed by Southwest Business Consultants in Austin, TX and Kanaly Trust in Houston, TX. Heather is a Certified Financial Planner.
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
05/16/2017 - Present
Mercer Global Advisors Inc. (HOUSTON TX)
Active
Inactive
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