Karen
Goulding

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#1209570
Investment Advisor
in Portland, OR

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About this Advisor

Karen Goulding is a financial advisor working in Portland, Oregon, with a total of 31 years in the industry. Goulding currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Goulding has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Goulding has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Washington. Merrill Lynch, Pierce, Fenner & Smith Inc is a business operating in Portland, Oregon. The company has offices in 3,270 locations and a total of 36,383 employees. It controls $962 billion in assets under management among its 2,529,169 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 4,927 charitable organizations. Of its 2,529,169 accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc has a number of services, including 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. Financial management fees vary depending on which service is provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

31 years

Services Offered

Financial planning 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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1211 Sw 5Th Ave
Portland, OR 97204

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

OR Average: $7,464,549,021
Total Number of Employees

36,383

OR Average: 88
Total Number of Accounts

2,529,169

OR Average: 3,892
Average Account Size

$380,383

OR Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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
  • Other

Karen Goulding Work History

Karen has 31 years of experience.

2009 - Present (12 years)

Bank Of America, N.A

1989 - Present (32 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Karen Goulding has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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