Wayne
Ramsey
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Wayne Ramsey is a financial advisor operating out of Lufkin, Texas, who has 10 years of financial industry experience. Ramsey currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Ramsey has held roles at Nylife Securities LLC, New York Life Insurance Co, Outback Steakhouse, Park Ave Securities, Principal Life Insurance Company, Principal Securities Inc, Wayne Ramsey Financial, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Ramsey has Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a company that has its headquarters in Lufkin, Texas. The firm has offices in 3,374 locations and a total of 34,906 advisors. It has $1 trillion in assets under management across its 2,825,602 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 5,339 charities and foundations. Of its 2,825,602 customer accounts, just 9% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a number 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. A financial advisor's fees largely are based on the type of financial services provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,283,837,699,073
34,906
2,825,602
$454,359
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Answer a few questions to get a personalized match.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
- Other
Wayne Ramsey Work History
Wayne has 10 years of experience.
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Wayne Ramsey Financial
Principal Life Insurance Company
Principal Securities Inc
Park Ave Securities
Nylife Securities LLC
New York Life Insurance Co
Outback Steakhouse
Disclosures
Wayne Ramsey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Chandler, AZ
New Caney, TX
Mckinney, TX
Newport News, VA
Washington, DC
New York, NY
Lufkin, TX
Nashville, TN
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.