Clifton
Mount
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Clifton Mount is a financial advisor based in Baton Rouge, Louisiana, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Clifton has previously held positions at Hancock Investment Services, Inc, Hancock Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Clifton has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Mississippi, and Texas. Currently, Clifton is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Baton Rouge, Louisiana. 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
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
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
Clifton Mount Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Hancock Investment Services, Inc
Hancock Bank
Disclosures
Please visit the SEC profile of Clifton Mount to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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