Omar
Khalil

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6736786
Investment Advisor
in Visalia, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Omar Khalil is a financial advisor who lives in Visalia, California. Currently a registered advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated nine years of practice as a financial advisor. Khalil holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Khalil is able to work with investors in California and Texas. Khalil has gained experience at American Ambulance School, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Mendocino Junior College, Furniture City and Tres Hermanos Clothing. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Visalia, California, and has 2,958 additional brick-and-mortar locations in the United States. In total, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 accounts and employs more than 40,146 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have over $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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

9 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

212 E Main St
Visalia, CA 93291

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

CA Average: 88
Total Number of Accounts

2,472,247

CA Average: 3,892
Average Account Size

$322,494

CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Omar Khalil Work History

Omar has 9 years of experience.

2014 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - Present (6 years)

Bank Of America, N.A

2014 - 2014 (< 1 year)

American Ambulance School

2012 - 2013 (1 year)

Furniture City

2009 - 2009 (< 1 year)

Mendocino Junior College

2009 - 2014 (5 years)

Tres Hermanos Clothing

Disclosures

Omar Khalil has no disclosures.

Please visit their SEC profile for more details.

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

Katelyn Gallagher
Chandler, AZ
Brendan Ganji
Carmel, CA
Omar Khalil
Visalia, CA
Zachary Stitzer
Santa Monica, CA
Janine Nebbia
White Plains, NY
Damien Martinez
Tacoma, WA
Stephanie Springer
Vero Beach, FL
Matthew Sekera
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started