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Paul Henry Barlow

Mercer Global Advisors Inc.

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About Paul Henry Barlow

Paul Barlow is an Investment Advisor Representative with Mercer Global Advisors Inc. Paul has been in the financial services industry for over 30 years. Paul works with individuals, businesses, and retirement plans. Paul has experience in various investment strategies, including financial planning, estate planning, and tax return preparation. Paul is also a Registered Representative with Series 63, Series 66, and Series 8 licenses.

Firm Information

Paul Barlow 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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Paul Barlow’s Registration & Firm History

CO

06/06/2022 - Present

Mercer Global Advisors Inc. (DENVER CO)

GA

02/19/2019 - 11/24/2020

CHARLES SCHWAB & CO., INC. (Atlanta GA)

TN

02/07/2017 - 01/15/2019

PARK AVENUE SECURITIES LLC (MEMPHIS TN)

TN

08/03/2015 - 01/04/2017

FTB ADVISORS, INC. (MEMPHIS TN)

AZ

04/07/2014 - 01/30/2015

BIC DISTRIBUTORS, LLC (PHOENIX AZ)

FL

04/25/2011 - 01/24/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)

FL

04/15/2008 - 09/04/2008

NORTHERN TRUST SECURITIES, INC. (BONITA SPRINGS FL)

FL

02/01/2007 - 10/16/2007

M&I BROKERAGE SERVICES, INC. (NAPLES FL)

FL

10/08/2004 - 01/12/2007

FIFTH THIRD SECURITIES, INC. (NAPLES FL)

NJ

06/09/1999 - 06/28/2002

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

TX

01/25/1990 - 07/08/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

07/20/1988 - 11/28/1988

EDWARD D. JONES & CO., L.P.

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Licenses & Designations

BC

Issued 06/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paul Henry Barlow. Review regulatory record here.
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