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Merrill Lynch, Pierce, Fenner & Smith Incorporated financial advisors in San Luis Obispo, CA
Every SEC-registered investment adviser representative at a Merrill Lynch, Pierce, Fenner & Smith Incorporated office in San Luis Obispo, A to Z.
The short answer
10 registered advisors work at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, out of 22,881 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 10 are also registered broker representatives.
Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in San Luis Obispo, A to Z
Every Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor →- Jesus FernandezAlso a broker rep
- Melissa JaneAlso a broker rep
- Michael P. LeederAlso a broker rep
- Cheryl MillardAlso a broker rep
- Stephen W. MosesAlso a broker rep
- William C. RasmussenAlso a broker rep
- Samantha J. RodriguesAlso a broker rep
- Jeff A. ShowersAlso a broker rep
- Michael D. StenvallAlso a broker rep
- Brett T. ZimmerAlso a broker rep
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Merrill Lynch, Pierce, Fenner & Smith Incorporated advisors in other cities
New York, NY 2,514Jacksonville, FL 679Pennington, NJ 556Chicago, IL 475Charlotte, NC 428Houston, TX 379Los Angeles, CA 341Boston, MA 338Chandler, AZ 300Miami, FL 276Atlanta, GA 259Dallas, TX 239San Francisco, CA 218Riverside, RI 198Newport Beach, CA 191
Other firms in San Luis Obispo
All San Luis Obispo advisors →LPL Financial LLC 15Blakeslee & Blakeslee Financial Advisers Inc. 8San Luis Wealth Advisors 7Stifel, Nicolaus & Company, Incorporated 7Ep Wealth Advisors 6Morgan Stanley 6Ameriprise Financial Services, LLC 5Cerro Pacific Wealth Advisors, LLC 4Charles Schwab & Co., Inc. 4Edward Jones 4Prossimo Advisors LLC 4Wells Fargo Clearing Services, LLC 4
Questions
How many financial advisors does Merrill Lynch, Pierce, Fenner & Smith Incorporated have in San Luis Obispo?
10 investment adviser representatives are registered at Merrill Lynch, Pierce, Fenner & Smith Incorporated offices in San Luis Obispo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 22,881 nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.
Is Merrill Lynch, Pierce, Fenner & Smith Incorporated one of the largest advisor employers in San Luis Obispo?
Merrill Lynch, Pierce, Fenner & Smith Incorporated ranks number 2 in San Luis Obispo by registered advisors; LPL Financial LLC has the most, with 15.
How do I check a Merrill Lynch, Pierce, Fenner & Smith Incorporated advisor in San Luis Obispo?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Merrill Lynch, Pierce, Fenner & Smith Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.