Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Micah? Claim Your ProfileMicah Cummins is a financial advisor with Mercer Global Advisors Inc. in San Diego, California. Micah has over 13 years of experience in the financial services industry. Micah is a Certified Financial Planner™ professional and holds the Series 66, Series 7, and SIE licenses. Micah specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Micah is also a licensed real estate agent and is active in the community.
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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2
CA
06/29/2023 - Present
Mercer Global Advisors Inc. (San Diego CA)
CA
05/20/2009 - 02/05/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
01/01/2008 - 05/12/2009
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
01/01/2008 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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