Nicholas
Porter
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Nicholas Porter is a financial advisor based in Fort Worth, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Nicholas has previously held positions at Td Ameritrade, Jared The Galleria Of Jewelry, Bbva Usa, Sunglass Hut, Evo Entertainment, Cinemark, Merrill Lynch, Pierce, Fenner & Smith Inc, and Bank Of America, N.A. Nicholas has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Nicholas is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Fort Worth, Texas. 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
Nicholas Porter Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Td Ameritrade
Jared The Galleria Of Jewelry
Jared The Galleria Of Jewelry
Bbva Usa
Jared The Galleria Of Jewelry
Evo Entertainment
Cinemark
Sunglass Hut
Disclosures
Please visit the SEC profile of Nicholas Porter 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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Ontario, CA
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