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Samuel Hume

Mercer Global Advisors Inc.

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About Samuel Hume

Samuel Hume is an investment advisor representative with Mercer Global Advisors Inc. based in Granbury, TX. Samuel has been in the industry since 2005 and has experience with both individual and business clients. Samuel also works with various organizations, including charitable organizations, pension and profit-sharing plans, and corporations. Samuel is a licensed investment advisor in the state of Texas and has passed the Series 7, Series 66, and SIE exams. Samuel has experience at previous firms such as BBVA Securities Inc., First Command Financial Planning, Inc., TD Ameritrade, Inc., and Ameriprise Financial Services, Inc. Samuel offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Samuel Hume 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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Samuel Hume’s Registration & Firm History

CO

01/14/2022 - Present

Mercer Global Advisors Inc. (DENVER CO)

TX

03/05/2021 - 06/02/2021

BBVA SECURITIES INC. (GRANBURY TX)

TX

01/08/2019 - 04/12/2019

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

TX

01/30/2007 - 08/08/2016

TD AMERITRADE, INC. (FORT WORTH TX)

TX

04/26/2005 - 01/11/2007

AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)

MN

04/26/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Samuel Hume. Review regulatory record here.
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