Mark Falamoun
Investment adviser representative at Mercer Global Advisors Inc.
12 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
12 years in the industry.
- Mercer Global Advisors Inc.Feb 2020 to now
- Octagon Financial SerivesFeb 2019 to Jan 2020
- Virginia Tech University- Finance DepartmentAug 2018 to Dec 2018
- West Financial ServicesJul 2018 to Aug 2018
- Capital Asset Management GroupJun 2017 to Aug 2017
- Virginia Tech UniversityAug 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6813623
- Firm CRD
- 147363