![Tracey Turko, financial advisor Livonia MI](/img/ws/profile-blank-sq.png)
Tracey Turko (CRD# 2177958) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Livonia, MI and has 1 year of experience in the finance industry. Tracey Turko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Craig Adams, financial advisor Livonia MI](/img/ws/profile-blank-sq.png)
CRD# 969
Confidential Management Advisors, Inc.
![Kelly Adams, financial advisor Livonia MI](/img/ws/profile-blank-sq.png)
CRD# 2803401
Harbor Light Planning
![Kevin Adams, financial advisor Livonia MI](/img/ws/profile-blank-sq.png)
CRD# 4718596
Law Office Of Kevin Adams, Pllc
Company Name | Location | Dates | Years |
---|---|---|---|
Mercer Global Advisors Inc. | Novi, MI | Mar 2021 - Current | 3 |
Mercer Global Advisors Inc. | Novi, MI | Jul 2019 - Mar 2021 | 1 |
Mercer Global Advisors Inc. | Livonia, MI | Oct 2015 - Jul 2019 | 3 |
Mercer Global Advisors Inc. | Novi, MI | Oct 2014 - Oct 2015 | 1 |
Mercer Global Advisors Inc. | Novi, MI | Jun 2008 - Oct 2014 | 6 |
- IL
- IN
- MI
- NH
- OH
- SC
- WI
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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