Katherine
Phillips
Mercer Global Advisors Inc
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About this Advisor
Katherine Phillips is a financial advisor based in Covington, Louisiana, working with Mercer Global Advisors Inc. Katherine has previously held positions at Stf Wealth, The Olivier Group, Louisiana State University - Residential Life, Tsunami Sushi, Louisiana State University, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, American Tax And Financial Planners, Investment Advisor Alliance, Investment Advisor Group, Russell Reeves Capital, Practice Cfo, Ellevest, and Mercer Global Advisors Inc. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Katherine is part of Mercer Global Advisors Inc, which operates out of Covington, Louisiana. The firm has 107 offices and 1,166 employees. Mercer Global Advisors Inc manages assets totaling $60.3 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$60,256,270,580
1,166
99,044
$608,379
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Katherine Phillips Work History
Mercer Global Advisors Inc
Ellevest
Russell Reeves Capital
Practice Cfo
Investment Advisor Group
Bfc Planning, Inc
American Tax And Financial Planners
Investment Advisor Alliance
Stf Wealth
Berthel Fisher & Company Financial Services, Inc
The Olivier Group
Louisiana State University - Residential Life
Tsunami Sushi
Louisiana State University
Disclosures
Please visit the SEC profile of Katherine Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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