LPL Financial
47yrs
Top advisor by experience in San Diego
12yrs
Patrick Comer
Full name on record: Patrick Manderson Comer
Financial advisor at Mercer Global Advisors
Patrick Comer is a fiduciary financial advisor in San Diego, California, with 12 years in the industry. After five years at Epstein and White Financial and a year at Freedom Investment Management, Patrick joined Mercer Global Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFP® designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office9740 Appaloosa Road Suite 150, San Diego, CA 92131
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
- 2021 – nowMercer Global Advisors Inc.Current firm
- 2016 – 2021Epstein and White Financial LLCPreviously
- Sep 2015 – Sep 2016Freedom Investment Management, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Mercer Global Advisors at (888) 885-8101 and ask for Patrick Comer. Patrick works from the San Diego, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick 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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