Unclaimed
John Richard Day is a registered Investment Advisor Representative in Georgia. John Day is affiliated with Mercer Global Advisors Inc. and has been in the industry since June 2006. John Day has passed the Uniform Investment Adviser Law Examination and is a Personal Financial Specialist. John Richard Day has been registered with the state of Georgia since August 24, 2023.
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
08/24/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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