Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Avery Mercer is an investment advisor representative with IP Financial Advisory Services LLC. Michael has been in the financial services industry since 1977 and is registered in California. Michael has previous experience with a number of firms including Centaurus Financial, Inc. and National Securities Corporation. Michael's areas of expertise include retirement planning, investment management, and consulting services to qualified retirement plans. Michael is also a registered tax preparer and has a strong understanding of the tax implications of financial decisions.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
CA
01/01/2025 - Present
IP Financial Advisory Services LLC (Upland CA)
CA
09/19/2007 - 01/18/2024
CENTAURUS FINANCIAL, INC. (UPLAND CA)
CA
08/06/2007 - 10/12/2007
NATIONAL SECURITIES CORPORATION (UPLAND CA)
CA
06/27/2007 - 08/10/2007
EMPIRE SECURITIES CORPORATION (EL SEGUNDO CA)
CA
08/02/2002 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (UPLAND CA)
TX
04/22/2002 - 08/09/2002
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
04/11/1990 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
10/22/1984 - 10/31/1988
PLANNER'S INDEPENDENT MANAGEMENT, INC.
NA
09/25/1979 - 11/28/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
07/22/1977 - 09/30/1979
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
10/13/1975 - 08/14/1977
FREEMAN FINANCIAL SERVICES CORPORATION
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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