Primerica

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

David Mercadel is a Licensed Financial Representative with Primerica serving UPLAND and its surrounding areas.

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.