BRUCE H. HARRISON

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CRD#: 2640763

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

BRUCE HUBBARD HARRISON, CFP®, ChFC® was a registered financial professional .

BRUCE is a previously registered financial professional and started their career in finance in 1995. BRUCE had worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 31 and Series 7 exams.

Biography

Bruce believes that “Building and preserving net worth requires more than just an advisor – you need a robust team with a strong investment group, estate & tax capabilities, and an experienced financial team well versed on financial strategies that can really make a difference to clients.” Bruce’s extensive career experience spans over 30 years and includes positions at a Wall Street firm, trust company, financial planning firm, and several national banks. This experience prepared him to lead a private wealth advisory team dedicated to helping clients build, preserve, harvest, and transfer their wealth. Bruce joined Mercer Advisors in 2022 after building a successful wealth management firm in southwest Virginia that serves the unique needs of doctors, entrepreneurs, and retirees in both Virginia and across the country. As both an advisor and owner of multiple businesses, Bruce is also able to help entrepreneurs maximize the integration between their business and personal financial strategies to help increase the value of their exit and prepare for a successful retirement.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Employee and Employer Plan Ben...

Estate Planning

Retirement Income Management

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Whiting Harrison, LLC; investment related; 2008 Stephenson Ave, Roanoke, VA 24014; Business consulting services to individuals looking to buy/sell a business; President; Not related to HCO; 11/12/2020; 10 hours per month; 1/2 hour during normal trading hours; I help consult individuals who are interested in selling or buying a business, primarily in southwest Virginia. CANARD Group, LLC; investment related; 2008 Stephenson Ave, Roanoke, VA 24014; Private equity group holding company; President; Not related to HCO; 9/21/2021; 10 hours per month; 1/2 hour during normal trading hours; I provide strategic, financial, legal and technological leadership to businesses held under this holding company. HCO Equity Partners, LLC; not investment related; 2629 Avenham Ave. Roanoke, VA 24014; Personal Family Office; Owner; 11/2017.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

ChFC^®

Chartered Financial Consultant

Experience

Past

August 16, 2022 - July 31, 2023

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Roanoke, VA

Past

June 15, 2009 - February 17, 2023

HCO PRIVATE WEALTH

RIA

CRD#: 150248

ROANOKE, VA

Past

May 22, 2009 - May 18, 2012

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ROANOKE, VA

Past

May 5, 2003 - May 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ROANOKE, VA

Past

May 5, 2003 - May 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ROANOKE, VA

Past

May 26, 2000 - May 30, 2002

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

May 21, 1997 - May 26, 2000

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Past

August 21, 1995 - December 13, 1996

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 21, 1995 - December 13, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/16/2001

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/8/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/16/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/18/1995

General Securities Representative Examination

Current Firm

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

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Contact information

Main Address

1200 17th Street Suite 2000, Denver, CO 80202

Mailing Address

Phone number

(888) 885-8101

Established

Firm type

Fiscal year end

# of Employees

1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERCER GLOBAL ADVISORS INC. ADV PART 2A AUGUST 21 2025 (8/21/2025)

Regulatory assets under management

Total Number of Accounts	99,044
AUM (Assets Under Management)	$ 60,256,270,580

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
07/31/2024	Cover Page	Report
09/28/2023	Cover Page	Report
12/07/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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BRUCE H. HARRISON

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HCO PRIVATE WEALTH

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TRUIST INVESTMENT SERVICES, INC.

CRESTAR SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/16/2001

Series 65

Date: 9/8/1995

Series 63

Date: 9/8/1995

Series 31

Date: 7/16/2004

Series 7

Date: 8/18/1995

Current Firm

MERCER GLOBAL ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERCER GLOBAL ADVISORS INC.

TRUST BUT VERIFY

Contact information

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