Karl Vaivads

Director and Senior Financial Planner at Mercury Financial Group - Dallas, TX, US

Karl Vaivads's Colleagues at Mercury Financial Group
Mike Day

Managing Director

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Craig Gillispie

Vice President, Planning Specialist, Wealth Advisory Group

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John Campbell

Vice President, Wealth Strategist

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Jeff Ochs

Vice President, Planning Specialist, Wealth Advisory Group

Contact Jeff Ochs

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Karl Vaivads's Contact Details
HQ
214-358-0011
Location
Company
Mercury Financial Group
Karl Vaivads's Company Details
Mercury Financial Group logo, Mercury Financial Group contact details

Mercury Financial Group

Dallas, TX, US • 100 - 249 Employees
Financial Services

Mercury Financial Group is a boutique firm comprised of the best our industry has to offer. We help our clients achieve their family's financial dreams. Our Planning Specialists work closely with the client's Financial Advisor to help ensure these dreams are achieved. Our Specialists are elite, credentialed consultants who lead the industry in planning expertise and solutions. Mercury works and partners with the major Wall Street based firms as well as Family Offices, RIA's & accounting firms. By partnering with Mercury Financial Group, advisors access an array of sophisticated planning strategies via our elite Planning Specialists. We significantly increase value in key areas of wealth management such as estate planning, estate structure, insurance, business planning and charitable giving.Though we are national in scope, we remain boutique at heart.Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. Mercury Financial Group is not affiliated with The Leaders Group, Inc.

Wealth Transfer Business Succession Charitable Gifting Executive Compensation Plans Wealth Structuring Wealth Enhancement Asset Protection Estate Planning Retirement Strategies Financial Services Financial Advisory Services
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Frequently Asked Questions about Karl Vaivads
Karl Vaivads currently works for Mercury Financial Group.
Karl Vaivads's role at Mercury Financial Group is Director and Senior Financial Planner.
Karl Vaivads's email address is ***@emercury.com. To view Karl Vaivads's full email address, please signup to ConnectPlex.
Karl Vaivads works in the Financial Services industry.
Karl Vaivads's colleagues at Mercury Financial Group are Mike Day, Jodie Cameron, Janine Baumhammer, Craig Gillispie, Doug Lem, John Campbell, Jeff Ochs and others.
Karl Vaivads's phone number is 214-358-0011
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