Unclaimed Profile

William Alan Nelson Ii

MERCER GLOBAL ADVISORS INC.·DENVER, Colorado

Clean recordMERCER GLOBAL ADVISORS INC.

1200 17TH STREET, DENVER, CO 80202CRD# 6851673Firm CRD# 147363

Profile Verification

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

Identity

William Alan Nelson Ii · DENVER, CO

Registration

CRD #6851673 · MERCER GLOBAL ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Alan Nelson Ii is a registered financial advisor based in DENVER, Colorado, affiliated with MERCER GLOBAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MERCER GLOBAL ADVISORS INC.

AUM

$45.4B

Regulatory assets under management

Employees

1020

Total firm employees

View all advisors at MERCER GLOBAL ADVISORS INC. →

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6851673

Firm CRD# 147363

View on FINRA BrokerCheck →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Alan Nelson Ii offer?

William Alan Nelson Ii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are William Alan Nelson Ii's credentials?

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

Where is William Alan Nelson Ii located?

William Alan Nelson Ii is based in DENVER, Colorado, working with MERCER GLOBAL ADVISORS INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does William Alan Nelson Ii charge for services?

William Alan Nelson Ii'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →