Lorin
Rollins

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4966289
Investment Advisor
in Atlanta, GA

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About this Advisor

Lorin Rollins is a financial advisor operating out of Atlanta, Georgia, who has 10 years of work experience. Rollins currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, National Christian Foundation Of Georgia, Meridy King Interiors and Bank Of America, N.A. Rollins has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company based out of Atlanta, Georgia. It has offices in 3,374 locations and a total of 34,906 advisors. It administers $1 trillion in assets under management between its 2,825,602 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 5,339 charitable organizations. Of its 2,825,602 client accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a broad set 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 depend on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

3455 Peachtree Rd Ne
Atlanta, GA 30326

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,283,837,699,073

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

34,906

GA Average: 88
Total Number of Accounts

2,825,602

GA Average: 3,892
Average Account Size

$454,359

GA Average: $1,917,921

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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

Lorin Rollins Work History

Lorin has 10 years of experience.

2016 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - Present (7 years)

Bank Of America, N.A

2015 - 2016 (1 year)

National Christian Foundation Of Georgia

2012 - 2015 (3 years)

Meridy King Interiors

Disclosures

Lorin Rollins has no disclosures.

Please visit their SEC profile for more details.

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Lisa Adamonis Pile
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Sharif Charles
Washington, DC
Seann Courtney
New York, NY
Wayne Ramsey
Lufkin, TX
Aaron Solomon
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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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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