Advisor at Equilibria Wealth Management, LLC
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Firm
Equilibria Wealth Management, LLC
Location
Odessa, TX 79765
Credentials
Series 63, Series 65
Industry experience
19 years
Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, she owns and operates businesses focused on divorce financial analysis, fruit compote manufacturing, and real estate administration. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm utilizes model portfolios emphasizing multi-asset allocation, diversification, and low turnover, serving approximately 116 clients with no minimum account size requirement.
Based on Equilibria Wealth Management, LLC
Based on Equilibria Wealth Management, LLC
0.50% - 2.8% (negotiable)
$100-$400 per hour (financial planning and consulting)
3925 Hadden Dr.
Odessa, TX 79765
Texas
Cetera Advisor Networks Llc
2019 - 2020 (1 year)
Gabrianna LLC dba Gabrianna Realty
2018 - Present (8 years)
Mercedes Barker, LLC, dba Your Divorce Financial Analyst
2017 - Present (9 years)
Equilibria Earth, DBA Fruit & Me
2016 - Present (10 years)
Summit Financial Group Inc
2015 - 2020 (5 years)
SUmmit Brokerage Services Inc
2015 - 2019 (4 years)
Equilibria Wealth Management
2010 - Present (16 years)
Insurance Agent
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Midland, TX
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CFP®, Series 63, Series 65
Midland, TX
Beyond Balanced Financial Planning, LLC
CFP®, Series 63
Midland, TX
Burgeon Capital
Series 63, Series 65
Midland, TX
Horizons Financial Planning
Series 65
Midland, TX
Equilibria Wealth Management, LLC
Series 63, Series 65
Midland, TX
Cargile Investment Management
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