Grant Kimbell Wilson
Investment adviser representative at Mercer Global Advisors Inc.
10 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
10 years in the industry.
- Mercer Global Advisors Inc.Dec 2025 to now
- Mercer Global Advisors Inc.Mar 2024 to Nov 2025
- Mercer Global Advisors Inc.Mar 2023 to Feb 2024
- Mercer Global Advisors Inc.Dec 2020 to Feb 2023
- Kays Financial Advisory CorporationJul 2018 to Dec 2020
- Turnstone Group LLCFeb 2018 to May 2018
- UnemployedSep 2017 to Jan 2018
- Sands Investment GroupApr 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5666629
- Firm CRD
- 147363