Mercedes Barker
Mercedes Barker is a registered investment advisor at Equilibria Wealth Management, LLC, based in Odessa, TX, with 19 years of industry experience. Mercedes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 116 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equilibria Wealth Management charges a negotiable annual fee based on the total value of your portfolio. The exact fee can vary depending on your circumstances. Fees are paid quarterly in advance.
Location
3925 Hadden Dr., Odessa, TX, 79765
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mercedes owns and operates Mercedes Barker, LLC, a divorce settlement mediation business, dedicating a few hours per week. She also owns Equilibria Earth, a fruit compote manufacturing business, and Gabrianna LLC, a real estate business, dedicating minimal time to each. Additionally, Mercedes is an independent insurance agent.
Employment History
Current Registrations
Equilibria Wealth Management, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.