Luc Ceci (CRD# 6463676) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 7 years of experience in the finance industry. Luc Ceci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Newport Beach, CA | Aug 2021 - Current | 2 |
| Mercer Global Advisors Inc. | Newport Beach, CA | Oct 2020 - Aug 2021 | < 1 |
| Eagle Strategies LLC | Upland, CA | Oct 2017 - Sep 2020 | 2 |
| Nylife Securities, LLC | Upland, CA | May 2017 - Sep 2020 | 3 |
| Dh Financial & Insurance Services | Upland, CA | Jan 2017 - Sep 2020 | 3 |
| California State University Fullerton | Fullerton, CA | Jan 2015 - May 2017 | 2 |
| Nylife Securities LLC | San Dimas, CA | Aug 2015 - Mar 2017 | 1 |
| New York Life | Newport Beach, CA | Jan 2015 - Mar 2017 | 2 |
| Coastline Community College | Fountain Valley, CA | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
| S63 | Uniform Securities State Law Examination | May 2016 |
- CA
- TX
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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