Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Turley is an investment advisor representative associated with Mercer Global Advisors Inc. based in Denver, CO. Michael has been in the industry since 2004. He has been registered in California with Mercer Global Advisors Inc. since September 28, 2023. Michael has passed the Series 6, 7, 24, 26, 63, and 65 exams. In the past, Michael was registered with First Command Brokerage Services, Inc. from July 12, 2004, to April 17, 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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2
CO
09/28/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
CA
07/12/2004 - 04/17/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (Santa Maria CA)
IA
Issued 07/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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