Teresa
Bechard

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4034317
Investment Advisor
in Montgomery, AL

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About this Advisor

Teresa Bechard is a financial advisor in Montgomery, Alabama. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Bechard has 10 years of professional experience in the financial advisory industry. Bechard holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Bechard is able to advise customers based out of Alabama and Texas. Over the course of their career, they have held roles at Regions Bank, Morgan Keegan & Company, Inc, Merrill Lynch, Regions Financial, Ubs Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Montgomery, Alabama, and operates out of 3,270 offices across the nation. As a registered advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $962 billion in assets dispersed across 2,529,169 accounts and employs more than 36,383 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

4001 Carmichael Rd
Montgomery, AL 36106

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

AL Average: 88
Total Number of Accounts

2,529,169

AL Average: 3,892
Average Account Size

$380,383

AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Teresa Bechard Work History

Teresa has 10 years of experience.

2016 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - Present (5 years)

Bank Of America, N.A

2012 - 2016 (4 years)

Ubs Financial Services Inc

2010 - 2010 (< 1 year)

Regions Bank

2010 - 2010 (< 1 year)

Morgan Keegan & Company, Inc

2010 - 2012 (2 years)

Merrill Lynch

2010 - 2010 (< 1 year)

Regions Financial

Disclosures

Teresa Bechard has no disclosures.

Please visit their SEC profile for more details.

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

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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