Ernest Lloyd Neeley
Investment adviser representative at Mercer Global Advisors Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
20 years in the industry.
- Mercer Global Advisors Inc.Apr 2026 to now
- Mercer Global Advisors Inc.Jul 2022 to Mar 2026
- UnemployedMay 2022 to Jul 2022
- Personal Capital Advisors CorporationOct 2019 to May 2022
- Strategic Staffing SolutionsDec 2018 to Oct 2019
- USAA Financial Advisors, IncDec 2018 to Oct 2019
- USAA Investment Management CompanyDec 2018 to Oct 2019
- Netpique, LLC A Reliant CompanyNov 2018 to Nov 2018
- LyftSep 2018 to Dec 2018
- UnemployedSep 2018 to Nov 2018
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2018
- Fidelity InvestmentsApr 2006 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 4014641
- Firm CRD
- 147363