Frank John Mercer
Investment adviser representative at Southeast Asset Advisors, LLC
49 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
49 years in the industry.
- Southeast Asset Advisors, Inc.Dec 1991 to now
- Lanigan & Associates, P. C.Sep 1977 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Southeast Asset Advisors, LLC
$4.2BAssets managed
334Clients
8Advisers
33 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
- 2855225
- Firm CRD
- 107588