Robyn
Lawhon

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1954223
Investment Advisor
in Valencia, CA

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About this Advisor

Robyn Lawhon is a certified financial planner based out of Valencia, California who has 21 years of relevant experience. Lawhon 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 and Bank Of America, N.A. Lawhon maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Oklahoma and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory business 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 between its 2,864,234 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a diverse array of services, including 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 which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

21 years

Services Offered

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

Office Location

24200 Magic Mountain Pkwy
Valencia, CA 91355

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

CA Average: 88
Total Number of Accounts

2,864,234

CA Average: 3,892
Average Account Size

$381,844

CA Average: $1,917,921

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

Robyn Lawhon Work History

Robyn has been registered as a financial advisor for 21 years.*

2011 - Present (13 years)

Bank Of America, N.A

2002 - Present (22 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Robyn Lawhon 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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Middletown, NY
Anne Schnuriger
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Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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