Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
12yrs
Frances Smith
Financial advisor at Mercer Global Advisors
Frances Smith has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Bellevue, Washington. Frances has been with Mercer Global Advisors since 2014. Frances holds the CFP® designation.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office10655 Northeast 4th Street Suite 810, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2014 – nowMercer Global Advisors Inc.Current firm
Questions to ask Frances
Tailored to Frances’s registration and firm.
- 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 Frances
How do I contact Frances?
Call Mercer Global Advisors at (888) 885-8101 and ask for Frances Smith. Frances works from the Bellevue, WA office.
How long has Frances been a financial advisor?
Frances has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Frances hold?
Series 65. Tap any license on this page to see what it allows.
Is Frances a fiduciary?
Frances is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frances paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Frances for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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