Everett
Bertrand

About this Advisor

Everett Bertrand is a financial advisor working in Lewiston, Maine, who has been in the industry for 11 years. Bertrand works at Merrill Lynch, Pierce, Fenner & Smith Inc. Bertrand has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, T.D. Bank, Madeleine Clark Wallace Library, Downeast Machine And Engineering, Spruce Bay Farm And Landscape, Wheaton College Residential Life, Jk Design, Wheaton College Mail Room, Wheaton College, University Of Canterbury and Bank Of America, N.A. Bertrand has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maine. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in Lewiston, Maine. The investment advisory business has offices in 3,270 locations and a total of 36,383 financial advisors. It oversees $962 billion in assets under management across its 2,529,169 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 4,927 charities and foundations. Of its 2,529,169 client accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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. Fees charged by financial advisors typically vary depending on which service is provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely include asset-based, fixed and commission-based fees.