Evelyn
Franklin
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Evelyn Franklin is a financial advisor operating out of Fort Smith, Arkansas who has 5 years of relevant experience. Franklin is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, First United Methodist Church and Bank Of America, N.A. Franklin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arkansas and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company based out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It administers $1 trillion in assets across its 2,864,234 accounts, placing it among the largest firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a diverse assortment 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. Financial advisory fee schedules typically are based on the services. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include any blend of 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
Evelyn Franklin Work History
Evelyn has been registered as a financial advisor for 5 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
First United Methodist Church
*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 Evelyn Franklin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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