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Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors


Funds Used With Clients

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

Firm Client types



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
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Melissa Lavers?
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Designations & Memberships

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Oct 9, 2015
  • license status
  • disclosures
  • 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:


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
    • $352.9K
      Estimated Average Account Balance


Types of Compensation Arrangements

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