Merrill Lynch, Pierce, Fenner & Smith Inc
About this Advisor
Douglas Heck is a financial advisor operating out of Las Vegas, Nevada, with a total of 13 years of financial industry experience. Heck is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Heck has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nevada and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory company that has its headquarters in Las Vegas, Nevada. The company has offices in 3,374 locations and a total of 34,906 employees. It has $1 trillion in total assets among its 2,825,602 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 5,339 charities and foundations. Of its 2,825,602 customer accounts, just 9% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs a number 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 usually vary depending on which services the firm provides the client. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include 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
Douglas Heck Work History
Douglas has 13 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Douglas Heck has 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
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