Robin
Smith
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Robin Smith is a financial advisor based in Visalia, California, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Robin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Kentfield Hospital, H&R Block, Wells Fargo, Homemaker, Bluemercury, Tfc Partners, Livenation, and Macys. Robin has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Robin is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Visalia, California. 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
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
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
Robin Smith Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
H&R Block
Bluemercury
Tfc Partners
Livenation
Kentfield Hosptial
Macys
Homemaker
Wells Fargo
Disclosures
Please visit the SEC profile of Robin Smith 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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