Kent Duane Davis
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$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
10 years in the industry.
- Mercer Global Advisors Inc.Jan 2022 to now
- Bernhardt Wealth ManagementSep 2018 to Jan 2022
- Advocacy Wealth Management, LLCJun 2017 to Sep 2018
- Thompson Greenspon CpasAug 2016 to May 2017
- Thompson GreensponAug 2016 to Apr 2017
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6481665
- Firm CRD
- 147363