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Hagan Olin Mercer

Advisor at LPL Financial — Statesboro, GA 201 South Main Street

Updated today

Credentials

Series 63, Series 65

Experience

3 years

Location

Statesboro, GA 30458

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Hagan Mercer is a financial advisor at LPL Financial with three years of industry experience. He has previously worked at Queensborough National Bank and Trust Company and Equitable Advisors. Mercer is also involved with Beaver Creek Plantation outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Statesboro, GA 201 South Main Street

201 South Main Street

Statesboro GA 30458

Advisors at this office

1

Most active in

Georgia

Work history

3 years of industry experience

Queensborough National Bank and Trust Company

2024 - Present • 2 years

Statesboro, GA

LPL Financial

2024 - Present • 2 years

Statesboro, GA

Equitable Advisors

2023 - 2024 • 1 year

New York, NY

Georgia Southern University

2020 - 2022 • 2 years

Statesboro, GA

Beaver Creek Plantation

2019 - Present • 7 years

Twin City, GA

K and M trailers

2019 - 2020 • 1 year

Kite, GA

East Georgia State College

2017 - 2019 • 2 years

Swainsboro, GA

El Bethel Baptist Church

2014 - 2023 • 9 years

Twin City, GA

David Emanuel Academy

2011 - 2017 • 6 years

Stillmore, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Travis C

CFP®, Series 63, Series 65

Statesboro, GA

CFG Wealth Management, LLC

Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.

Retirement income strategy Social Security optimization Life insurance needs analysis Long-term care insurance Roth conversion strategy
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James K

CFP®

Statesboro, GA

Safe Harbor Financial Planning & Investment Advisory, LLC

James Kennedy is a CFP® professional with 16 years of industry experience. He is the principal advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, where he has worked since 2009. Kennedy is also a partner and Certified Public Accountant (CPA) at Reddick, Riggs, Hunter & Kennedy, P.C., a role he has held since 1998. Safe Harbor Financial Planning & Investment Advisory provides personalized financial planning, portfolio management, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

General retirement planning
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Stephen H

Series 63, Series 65

Statesboro, GA

Christian Values Investing, Inc.

Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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David H

Series 65

Statesboro, GA

Christian Values Investing, Inc.

David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
user avatar

Grayson S

Series 65

Statesboro, GA

Christian Values Investing, Inc.

Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
user avatar

Molly L

Series 66

Statesboro, GA

Sound View Wealth Advisors Group, LLC

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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