Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Mercer is a financial advisor with over 20 years of experience in the financial services industry. Shawn is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds a Series 7 and Series 66 license. Shawn is registered to provide investment advice in several states and is currently affiliated with LPL Financial LLC. Shawn has previously worked at a number of other financial institutions, including Ameriprise Financial Services, LLC, Truist Investment Services, Inc., and BB&T Securities, LLC. Shawn's areas of expertise include financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/10/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
GA
09/30/2022 - 03/19/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Milledgeville GA)
GA
02/17/2021 - 10/05/2022
TRUIST INVESTMENT SERVICES, INC. (SYLVESTER GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
08/13/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MILLEDGEVILLE GA)
GA
01/01/2008 - 08/10/2012
WELLS FARGO ADVISORS, LLC (MILLEDGEVILLE GA)
GA
05/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MILLEDGEVILLE GA)
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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