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Detailed Report
Kathleen Lynn McMahon
Kathleen Lynn Hitchins
CRD#: 6999228
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Investment Adviser
MERCER GLOBAL ADVISORS INC.CRD#: 147363 Missoula, MT
Registration History
2020202120222023202420252026IAMERCER GLOBAL ADVISORS INC. (CRD# 147363)2023 - Present (1 year)IATRUENORTH WEALTH ADVISORS (CRD# 118273)2020 - 2022 (2 years)
License(s)

State Registrations

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Idaho 5/10/2024
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Oregon 10/31/2023
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Montana 4/4/2023
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Washington 5/10/2024
Current Registration(s)
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MERCER GLOBAL ADVISORS INC. (CRD#:147363)
Missoula, MT
Registered with this firm since 4/4/2023
Previous Registration(s)
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 03/25/2020 - 12/12/2022 TRUENORTH WEALTH ADVISORS (CRD#:118273) SEATTLE, WA
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.