Kara Lynn Dorothy
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.Sep 2024 to now
- UnemployedApr 2024 to Sep 2024
- Mission Wealth Management, LPJun 2021 to Apr 2024
- Mariner Wealth AdvisorsMay 2019 to Mar 2021
- UnemployedOct 2018 to May 2019
- Neuberger BermanDec 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6417465
- Firm CRD
- 147363