Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Pamela Watson is a financial advisor operating out of Boone, North Carolina with a total of 5 years of relevant experience. Watson is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, Watson has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Watson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in assets under management between its 2,864,234 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a wide set of services, including 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 vary depending on which services are provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.
Certifications and Registrations
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
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
Pamela Watson Work History
Pamela has been registered as a financial advisor for 5 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Pamela Watson 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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