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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bank of America, N.A. 3 years, 11 months Mar 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated 4 years, 1 month Jan 2012 - Present
Gci Energy 6 months Jul 2011 - Jan 2012
Wells Fargo Advisors, LLC 9 months Sep 2010 - Jun 2011
Wells Fargo Investments, LLC 9 months Dec 2009 - Sep 2010
Wells Fargo Investments, LLC 1 year, 4 months Aug 2006 - Dec 2007
Wells Fargo Bank, N.A. 4 years, 3 months Sep 2005 - Dec 2009
Are You
Melissa Lavers?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 9, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 19, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Last updated on Jan. 22, 2016
    • $560.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2M
      Accounts
    • $352.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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