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Business Profile

Financial Services

Mercer Partners Wealth Management

About

About This Business

Mercer Partners Wealth Management offers full financial planning, investment management, risk management,retirement planning, tax planning, estate planning, and custom financial concierge services.

Photos and Videos

Business Details

BBB File Opened:
11/16/2006
Business Started:
1/1/1970
Business Started Locally:
1/1/1970
Business Incorporated:
10/14/1976
Type of Entity:
Corporation
Business Management:
Mr. Donald Faul, Owner
Number of Employees:
5

Additional Contact Information

Principal Contacts
Mr. Donald Faul, Owner
Customer Contacts
Mr. Donald Faul, Owner
Fax numbers
Primary Fax: (866) 531-7651

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of Donald Faul for this business, issued by Certified Financial Planner. The expiration date of this license is 5/31/2025.

Certified Financial Planner

1425 K Street, NW, Ste 500

Washington DC 20005

BBB records show a license number of 0627579 for this business, issued by California Department of Insurance/CDI. The expiration date of this license is 9/30/2025.

California Department of Insurance/CDI

300 Capitol Mall, Suite 1700

Sacramento CA 95814

Additional Information

Other Resources
California Department of Financial Protection and Innovation
2101 Arena Boulevard
Sacramento CA 95834
Phone Number: (866) 275-2677
https://dfpi.ca.gov/
[email protected]
Commodity Futures Trading Com.
Lafayette Center,1155-21st St. N.W.
Washington DC 20581
Phone Number: (202) 418-5080
http://www.cftc.gov
National Association Of Securities Dealers - NASD
1735 K Street
Washington DC 20006
Nationwide Mortgage Licensing System/NMLS
1129 20th Street, N.W., 9th Floor
Washington DC 20036
Phone Number: 1-855-665-7123
http://mortgage.nationwidelicensingsystem.org/Pages/default.aspx

Industry Tip

More Resources

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