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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Davis is a financial advisor at Mercer Global Advisors Inc. in Denver, CO. Kent is also a Certified Financial Planner™ and a Personal Financial Specialist™. He is a registered representative in Virginia. Kent has over 10 years of experience in the financial services industry. He has previously worked for Merrill Lynch, IEA Corporation, Davis Bookkeeping, LLC, Bank of America, N.A., Advocacy Wealth Management, LLC, Thompson Greenspon CPAs, and Bernhardt Wealth Management. Kent specializes in financial planning, estate planning, tax return preparation, and portfolio management. He also provides consultation services to individuals and businesses.
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
02/15/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
MD
06/17/2015 - 05/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
BOTH
Issued 07/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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