William
Brumbaugh
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
William Brumbaugh is a financial advisor based in Tulsa, Oklahoma, working with Merrill Lynch, Pierce, Fenner & Smith Inc. William has previously held positions at Fidelity Brokerage Services LLC, Bank Of America, Apple, Life.Church, Chemsearch Fe, Hollister Co, Bok Financial Securities, Inc, Bokf, Na, Merrill Lynch, Pierce, Fenner & Smith Inc, Whole Foods, Addison Group, Sprouts Farmers Market, Starbucks, and Bank Of America, N.A. William has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, William is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Tulsa, Oklahoma. 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
William Brumbaugh Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Whole Foods
Bok Financial Securities, Inc
Bokf, Na
Fidelity Brokerage Services LLC
Bank Of America
Apple
Sprouts Famers Market
Starbucks
Life.Church
Addison Group
Chemsearch Fe
Hollister Co
Disclosures
Please visit the SEC profile of William Brumbaugh 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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