Ronald
Barnes

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4888358
Investment Advisor
in West Des Moines, IA
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About this Advisor

Ronald Barnes is an advisor in West Des Moines, Iowa. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Barnes has 12 years of practice in the financial advisory industry. Barnes has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Barnes can work with clients in Iowa and Texas. Barnes has gained experience at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in West Des Moines, Iowa, and has 2,958 locations throughout the United States. As a company, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets throughout 2,272,151 accounts and employs more than 40,146 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc offers financial planning services, 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

7545 Ashworth Rd
West Des Moines, IA 50266

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

IA Average: 88
Total Number of Accounts

2,472,247

IA Average: 3,892
Average Account Size

$322,494

IA Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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

Ronald Barnes Work History

Ronald has 12 years of experience.

2007 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2006 - Present (13 years)

Bank Of America, N.A

Disclosures

Ronald Barnes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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