William Mark Howard

Trading-Equity at Mercer Global Advisors, Inc.

Finance

Consumer Services

Profile

Mr. William M.
Howard, CFA, is a Wealth Advisor at Mercer Global Advisors, Inc. He is committed to continue establishing and maintaining strong client relationships providing exceptional service.
Mr. Howard was previously employed as a Trader by Kays Financial Advisory Corp.
He is a graduate from the University of Georgia with a Bachelor’s degree in Banking/Finance.

William Mark Howard active positions

Companies	Position	Start
Mercer Global Advisors, Inc. Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.	Trading-Equity	2020-12-16

All active positions of William Mark Howard

Former positions of William Mark Howard

Companies	Position	End
Kays Financial Advisory Corp. Kays Financial Advisory Corp. Investment ManagersFinance Kays Financial Advisory Corp. (KFAC) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1985 by Scott Kays and they are a subsidiary of Mercer Global Advisors Inc., which id owned by Mercer Advisors, Inc. KFAC provides portfolio management service to individuals, pension and profit-sharing plans, trusts, and estates.	Trading-Equity	2020-12-16

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Training of William Mark Howard

University of Georgia

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Mercer Global Advisors, Inc. Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.	Finance
Kays Financial Advisory Corp. Kays Financial Advisory Corp. Investment ManagersFinance Kays Financial Advisory Corp. (KFAC) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1985 by Scott Kays and they are a subsidiary of Mercer Global Advisors Inc., which id owned by Mercer Advisors, Inc. KFAC provides portfolio management service to individuals, pension and profit-sharing plans, trusts, and estates.	Finance