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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Taylor is a financial advisor with Mercer Global Advisors Inc., a firm based in Denver, Colorado. He has been a registered investment advisor since 2012. James has experience working in the financial services industry, and has held previous roles at Merrill Lynch, Charles Schwab, and Brighton Jones. James is a Certified Financial Planner, and has a strong understanding of financial planning, investment management, and estate planning. James is committed to providing his clients with personalized financial advice and guidance. He is also passionate about helping people achieve their financial goals.
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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CO
06/29/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
AZ
09/20/2012 - 04/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
01/25/2012 - 08/31/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 06/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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