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Lawrence D Solomon

Mercer Global Advisors Inc.

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About Lawrence D Solomon

Lawrence Solomon is an investment advisor representative with Mercer Global Advisors Inc. Lawrence has been in the industry since 1992 and has experience with Pacific West Securities, Inc., NYLIFE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Nationwide Investment Services Corporation, Advantage Capital Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Lawrence has a Series 7, Series 6, Series 63, and Series 65. Lawrence also holds the Certified Financial Planner designation. Lawrence currently works out of the McLean, Virginia office.

Firm Information

Lawrence Solomon is currently registered with Mercer Global Advisors Inc.. Mercer Global Advisors Inc. is an investment advisor registered with the SEC. They provide a variety of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have approximately $1 billion to $10 billion in assets under management and serve over 28,000 clients. Their main office is located in Denver, Colorado.
Mercer Global Advisors Inc.

1200 17TH STREET

DENVER, CO 80202

$45.35B

Assets Under Management

Not reported

Total Clients

444

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trust services, estate planning, tax return preparation, consultation

Trust services, estate planning, tax return preparation, consultation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lawrence Solomon’s Registration & Firm History

VA

04/25/2019 - Present

Mercer Global Advisors Inc. (McLean VA)

VA

02/28/2012 - 06/26/2013

CETERA ADVISORS LLC (MCLEAN VA)

VA

08/02/2007 - 02/28/2012

PACIFIC WEST SECURITIES, INC. (MCLEAN VA)

MD

01/09/2007 - 06/08/2007

NYLIFE SECURITIES LLC (BETHESDA MD)

DC

06/15/2005 - 02/22/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

OH

06/08/2001 - 06/01/2005

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

GA

06/10/1996 - 12/05/2000

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

NY

12/08/1992 - 01/26/1996

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

12/08/1992 - 01/26/1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/13/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/26/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/04/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence D Solomon.
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