Lexa
Mcdaniel
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Lexa Mcdaniel is a financial advisor based out of Atlanta, Georgia, with a total of 15 years of professional experience. Mcdaniel is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Mcdaniel has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Pinnacle Mortgage Group, LLC and Bank Of America, N.A. Mcdaniel has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based out of Atlanta, Georgia. The company has offices in 3,374 locations and a total of 34,906 advisors. It administers $1 trillion in assets between its 2,825,602 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 5,339 charities and foundations. Of its 2,825,602 accounts, just 9% are associated with high-net-worth individuals who have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a wide array 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 management fee schedules typically vary depending on the services provided. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,283,837,699,073
34,906
2,825,602
$454,359
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Lexa Mcdaniel Work History
Lexa has 15 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Pinnacle Mortgage Group, LLC
Disclosures
Lexa Mcdaniel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Chandler, AZ
New Caney, TX
Mckinney, TX
Newport News, VA
Washington, DC
New York, NY
Lufkin, TX
Nashville, TN
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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