George Ronald Toulson
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$84.4BFirm assets
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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
10 years in the industry.
- Mercer Global Advisors Inc.Dec 2025 to now
- Glass Jacobson Investment Advisors LLCOct 2021 to Nov 2025
- Wick Capital Partners, LLCSep 2019 to Oct 2021
- Clearbridge InvestmentsOct 2016 to Jul 2019
- Legg Mason & Co LLCOct 2016 to Jul 2019
- Legg Mason Investor Services LLCOct 2016 to Jul 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 2743497
- Firm CRD
- 147363