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Mercedes Barker
from Equilibria Wealth Management, LLC
Mercedes Barker is a financial advisor based in Texas, Katy,
with 18 years of experience. Mercedes currently works for
Equilibria Wealth Management, LLC.
Mercedes maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mercedes Barker works at Equilibria Wealth Management, LLC
Equilibria Wealth Management, LLC is a financial advisory firm based in Katy, Texas. It currently has approximately $126,274,735 of assets under management and employs about 3 people. Equilibria Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
24285 Katy Freeway, Suite 300, Katy, Texas, 77494
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