Dallin
Davis
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Dallin Davis is a financial advisor operating out of Queen Creek, Arizona who has 1 year of industry experience. Davis works at Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Opendoor, Remx Staffing, Banker'S Life, Truforce Pest Control, Security Industry Specialists, Lexington Law, Check'S Restoration, Extended Travel, Assetmark Financial, Inc, Assetmark Brokerage, LLC, Alight Financial Solutions, Utah Valley University, Grand Canyon University, Arizona State University, Mckesson and Bank Of America, N.A. Davis maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in California and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It oversees $1 trillion in assets between its 2,864,234 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 4,459 charities and foundations. Of its 2,864,234 customer accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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. Fees for financial management largely vary depending on the type of services offered. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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
Dallin Davis Work History
Dallin has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Alight Financial Solutions
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Arizona State University
Merrill Lynch, Pierce, Fenner & Smith Inc
Opendoor
Remx Staffing
Banker'S Life
Truforce Pest Control
Mckesson
Grand Canyon University
Security Industry Specialists
Lexington Law
Utah Valley University
Check'S Restoration
Extended Travel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dallin Davis 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
Scottsdale, AZ
Chevy Chase, MD
Middletown, NY
Summit, NJ
Temecula, CA
Houston, TX
Los Angeles, CA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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