Unclaimed Profile

Frank John Mercer

SOUTHEAST ASSET ADVISORS, LLC·THOMASVILLE, Georgia

Series 65Clean record29 years registeredSOUTHEAST ASSET ADVISORS, LLC

314 GORDON AVENUE, THOMASVILLE, GA 31792CRD# 2855225Firm CRD# 107588

Profile Verification

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

Identity

Frank John Mercer · THOMASVILLE, GA

Registration

CRD #2855225 · SOUTHEAST ASSET ADVISORS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

SOUTHEAST ASSET ADVISORS, LLC

Aug 1997 – present

LANIGAN & ASSOCIATES, P.C.

Apr 2003 – Nov 2010

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 7, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHEAST ASSET ADVISORS, LLC

CRD 107588 · SEC 801-42952

AUM

$3.7B

Regulatory assets under management

Employees

1,345 client accounts

Services offered by SOUTHEAST ASSET ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SOUTHEAST ASSET ADVISORS, LLC →

Introduction

Speak with Frank

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

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

Looking for a financial advisor in THOMASVILLE?

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

Browse THOMASVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Frank John Mercer offer?

Frank John Mercer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in THOMASVILLE, Georgia for a consultation.

What are Frank John Mercer's credentials?

Frank John Mercer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank John Mercer located?

Frank John Mercer is based in THOMASVILLE, Georgia, working with SOUTHEAST ASSET ADVISORS, LLC. Their office serves clients in the THOMASVILLE metropolitan area and surrounding communities.

How does Frank John Mercer charge for services?

Frank John Mercer's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHEAST ASSET ADVISORS, LLC?

SOUTHEAST ASSET ADVISORS, LLC has approximately 14 employees and manages $3.7B 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 →