Company Information

Get to know Mercer Advisors, Formerly Lake Point Advisory Group

Mercer Advisors is one of the largest independent Registered Investment Advisers (RIAs) in the United States. Founded in 1985, the firm provides a wide range of wealth management services, including financial planning, investment management, retirement planning, estate planning, tax strategy, and insurance services. The company has grown significantly through a combination of organic growth and strategic acquisitions of other advisory firms, such as Lake Point Advisory Group, which it acquired in October 2020. Mercer Advisors' mission is to help its clients achieve "Economic Freedom" through holistic and integrated financial services.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Mercer Advisors, Formerly Lake Point Advisory Group

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.