Courtney
Walls
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Courtney Walls is a financial advisor based in Alpharetta, Georgia, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Courtney has previously held positions at Hooters Of America, Suite Nightclub, Fidelity Brokerage Services LLC, The Clevelender, Fidelity Personal And Workplace Advisors, Stifel Nicolaus & Co Inc, Jp Morgan Chase Bank N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Levy Restaurants, and Bank Of America, N.A. Courtney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Courtney is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Alpharetta, Georgia. 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
Courtney Walls Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Stifel Nicolaus & Co Inc
Fidelity Personal And Workplace Advisors
Jp Morgan Chase Bank N.A
Fidelity Brokerage Services LLC
The Clevelender
Levy Restaurants
Suite Nightclub
Hooters Of America
Disclosures
Please visit the SEC profile of Courtney Walls 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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