Richard
Mansour

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4272695
Investment Advisor
in Birmingham, AL

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About this Advisor

Richard Mansour is a financial advisor based in Birmingham, Alabama, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has previously held positions at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Richard has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Alabama and Texas. Currently, Richard is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Birmingham, Alabama. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

100 Grandview Pl
Birmingham, AL 35243

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

AL Average: $7,464,549,021
Total Number of Employees

34,934

AL Average: 88
Total Number of Accounts

2,911,578

AL Average: 3,892
Average Account Size

$436,737

AL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Mansour Work History

2011 - Present (13 years)

Bank Of America, N.A

2003 - Present (21 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Mansour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Nader Khela
Sanford, FL
Jonathan Yocum
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Sarah Riedel
Auburn Hills, MI
Jennifer Vaughn
Providence, RI
Callum Krach
Baltimore, MD
Joshua Leu
Pasadena, CA
Armando Flores
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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