Lori Marie Fellows
Investment adviser representative at Mercer Global Advisors Inc.
20 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
20 years in the industry.
- Mercer Global Advisors Inc.Jun 2022 to now
- UnemployedSep 2020 to Jun 2022
- Raymond James Financial Services, IncMar 2019 to Sep 2020
- Gerber, LLCOct 2018 to Aug 2020
- Raymond James Financial Services, IncOct 2018 to Feb 2019
- First Ohio Planning, LLCDec 2006 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5374441
- Firm CRD
- 147363