Kimberly Lynn Maxwell
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
2 statesRegistered 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.Oct 2022 to now
- Stewart, Kizzar, and Brockelbank, CpasNov 2020 to Sep 2022
- UnemployedMar 2020 to Oct 2020
- Cambre and AssociatesJan 2020 to Mar 2020
- Double ZeroJan 2018 to Dec 2019
- The UnionJan 2016 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8029186
- Firm CRD
- 147363