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ANNIE JEAN GOTTBEHUET
CRD#: 4050346
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Investment Adviser
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Previous Broker
MERCER GLOBAL ADVISORS INC.CRD#: 147363 100 Pringle Avenue
Suite 310
Walnut Creek, CA 94596
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2004 - 2020 (16 years)IAMERCER GLOBAL ADVISORS INC. (CRD# 147363)2025 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1999 - 2004 (4 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2003 - 2004 (1 year)
License(s)

State Registrations

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California 1/1/2025

Current Registration(s)
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MERCER GLOBAL ADVISORS INC. (CRD#:147363)
100 Pringle Avenue Suite 310, Walnut Creek, CA 94596
Registered with this firm since 1/1/2025

Previous Registration(s)
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12/15/2004 - 12/02/2020 ADVICE AND PLANNING SERVICES (CRD#:20472) OAKLAND, CA
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12/15/2004 - 12/02/2020 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) OAKLAND, CA
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03/06/2003 - 10/07/2004 CHARLES SCHWAB & CO., INC. (CRD#:5393) CO
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11/12/1999 - 10/07/2004 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
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Broker
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Investment Adviser
Disclosures
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