Supreme Alliance
47yrs
Top advisor by experience in Charlotte
44yrs
Howell Knight Hallett II
Financial advisor at Mercer Global Advisors
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Charlotte
Office201 South College Street Suite 2250, Charlotte, NC 28244
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowMercer Global Advisors Inc.Current firm
- 2009 – 2024Kingfisher Capital, LLCPreviously
- 2004 – 2009Wealthtrust AdvisorsPreviously
- 1999 – 2004Myers James M Research Inc.Previously
Questions to ask Howell
Tailored to Howell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Howell
How do I contact Howell?
Call Mercer Global Advisors at (888) 885-8101 and ask for Howell Knight Hallett II. Howell works from the Charlotte, NC office.
How long has Howell been a financial advisor?
Howell has been in the industry since 1982, about 44 years. Top 1% by experience in Charlotte.
What licenses does Howell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Howell a fiduciary?
Howell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Howell paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Howell for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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