Merrill Lynch, Pierce, Fenner & Smith Inc
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
Years of Experience
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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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
Lorin Rollins Work History
Lorin has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
National Christian Foundation Of Georgia
Meridy King Interiors
Lorin Rollins has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
New Caney, TX
Newport News, VA
New York, NY
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 email@example.com.
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