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TAREK ALAN MCALEE
CRD#: 3039435
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Investment Adviser
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Previous Broker
MERCER GLOBAL ADVISORS INC.CRD#: 147363 10655 NE 4TH ST, STE 810
BELLEVUE, WA 98004
Registration History
20002002200420062008201020122014201620182020202220242026IAMERCER GLOBAL ADVISORS INC. (CRD# 147363)2021 - Present (3 years)BKMS FINANCIAL SERVICES, INC. (CRD# 3866)2006 - 2017 (11 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2001 - 2006 (4 years)BHARRIS INVESTORLINE INC. (CRD# 6362)1999 - 2001 (1 year)IAJOSLIN CAPITAL ADVISORS LLC (CRD# 288285)2017 - 2021 (3 years)IAKMS FINANCIAL SERVICES, INC (CRD# 3866)2015 - 2017 (2 years)
License(s)

State Registrations

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Washington 6/25/2021

Current Registration(s)
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MERCER GLOBAL ADVISORS INC. (CRD#:147363)
10655 NE 4TH ST, STE 810, BELLEVUE, WA 98004
Registered with this firm since 6/25/2021

Previous Registration(s)
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08/02/2017 - 02/08/2021 JOSLIN CAPITAL ADVISORS LLC (CRD#:288285) BELLEVUE, WA
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01/02/2015 - 10/31/2017 KMS FINANCIAL SERVICES, INC (CRD#:3866) BELLEVUE, WA
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01/26/2006 - 10/31/2017 KMS FINANCIAL SERVICES, INC. (CRD#:3866) BELLEVUE, WA
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02/08/2001 - 01/30/2006 NATIONAL PLANNING CORPORATION (CRD#:29604) LOS ANGELES, CA
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09/20/1999 - 01/03/2001 HARRIS INVESTORLINE INC. (CRD#:6362) SEATTLE, WA
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Disclosures
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