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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jennings Reed is a financial advisor with over 40 years of experience in the industry. Robert has been a registered representative of Mercer Global Advisors Inc. since June 2021 and is currently registered in Louisiana and Texas. Prior to his time at Mercer, Robert was with Associated Planners Securities Corporation, Financial Planners Equity Corporation, Independent Financial Planners Corporation, and Integrated Resources Equity Corporation. Robert is a Certified Financial Planner, and is active in the areas of financial planning, pension consulting, and estate planning. Robert's firm, Mercer Global Advisors Inc., is a registered investment advisor with over $45 billion in assets under management.
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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LA
12/03/2020 - Present
Mercer Global Advisors Inc. (Covington LA)
NA
09/01/1987 - 12/11/1990
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
11/09/1980 - 09/08/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
04/07/1980 - 11/24/1980
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
12/17/1979 - 04/03/1980
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 02/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1983
Series 24 - General Securities Principal Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1979
Series 1 - Registered Representative Examination
Active
Inactive
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