Adam Lee Deskins

CFP · ChFC

18 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mercer Global Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

605 advisors

Number of Clients

31,333 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$60.3B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$800

Location

Wilmington, NC

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mercer Global Advisors INC.

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Empower Advisory Group, LLC

April 2023 - August 2023 · 4 mos

Personal Capital Advisors Corporation

May 2016 - April 2023 · 6 yrs 11 mos

Woodbury Financial Services, INC.Broker

February 2012 - May 2016 · 4 yrs 3 mos

Woodbury Financial Services, INC.

February 2012 - May 2016 · 4 yrs 3 mos

Primevest Financial Services, INC.

December 2010 - February 2012 · 1 yr 2 mos

Primevest Financial Services, INC.Broker

December 2010 - February 2012 · 1 yr 2 mos

Financial Network Investment Corporation

July 2008 - December 2010 · 2 yrs 5 mos

Financial Network Investment CorporationBroker

November 2007 - December 2010 · 3 yrs 1 mo

State Registrations5 states

LANCNENHTX

Advisor

Exams

No exam information available for this advisor.