Chris Alan Walters
Investment adviser representative at Mercer Global Advisors Inc.
14 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Mercer Global Advisors Inc.Jan 2026 to now
- Lighthouse Advisory Group, LLCJul 2012 to now
- Savant Wealth ManagementJul 2020 to May 2024
- Savant Capital ManagementSep 2019 to Jul 2020
- Clarity Capital PartnersJul 2019 to Nov 2019
- Genspring Family OfficesJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1856545
- Firm CRD
- 147363