Unclaimed Profile

William Hamilton Mannon

MERCER GLOBAL ADVISORS INC.·SANTA BARBARA, California

Series 6, Series 63, Series 65Clean record15 years registeredMERCER GLOBAL ADVISORS INC.

1801 EAST CABRILLO BLVD., SANTA BARBARA, CA 93108CRD# 4663335Firm CRD# 147363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Hamilton Mannon · SANTA BARBARA, CA

Registration

CRD #4663335 · MERCER GLOBAL ADVISORS INC. · 15 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jan 2011 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · January 13, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERCER GLOBAL ADVISORS INC.

CRD 147363 · SEC 801-69271

AUM

$45.4B

Regulatory assets under management

Employees

1,020

86,945 client accounts

Services offered by MERCER GLOBAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERCER GLOBAL ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does William Hamilton Mannon offer?

William Hamilton Mannon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are William Hamilton Mannon's credentials?

William Hamilton Mannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Hamilton Mannon located?

William Hamilton Mannon is based in SANTA BARBARA, California, working with MERCER GLOBAL ADVISORS INC.. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does William Hamilton Mannon charge for services?

William Hamilton Mannon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERCER GLOBAL ADVISORS INC.?

MERCER GLOBAL ADVISORS INC. has approximately 1020 employees and manages $45.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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