Anna
Hargis

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6848779
Investment Advisor
in Evansville, IN

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About this Advisor

Anna Hargis is a financial advisor based in Evansville, Indiana, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Anna has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Big Brothers Big Sisters Of Southwestern Indiana, Inc, City Of Evansville, University Of Evansville, Kruckemeyer & Cohn Jewelry Company, American General Finance, and Bank Of America, N.A. Anna has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Anna is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Evansville, Indiana. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

7300 Eagle Crest Blvd
Evansville, IN 47715

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

IN Average: 88
Total Number of Accounts

2,911,578

IN Average: 3,892
Average Account Size

$436,737

IN Average: $1,917,921

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

Anna Hargis Work History

2018 - Present (6 years)

Bank Of America, N.A

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2017 (1 year)

City Of Evansville

2016 - 2017 (1 year)

Kruckemeyer & Cohn Jewelry Company

2015 - 2017 (2 years)

American General Finance

2014 - 2017 (3 years)

University Of Evansville

2012 - 2017 (5 years)

Big Brothers Big Sisters Of Southwestern Indiana, Inc

Disclosures

Please visit the SEC profile of Anna Hargis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Joseph Klemencic
Scottsdale, AZ
Connor Terry
Grayslake, IL
Terri Rockefeller
Hartford, CT
Jessica Lackmeyer
Los Angeles, CA
Marco Vivar
Pennington, NJ
Gabriel Veliz
Erie, PA
Vincent Paolo
Kissimmee, FL

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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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