Wayne
Ramsey
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Wayne Ramsey is a financial advisor based in Lufkin, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Wayne has previously held positions at Nylife Securities LLC, New York Life Insurance Co, 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. Wayne has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Wayne is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Lufkin, 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
Wayne Ramsey Work History
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
Disclosures
Please visit the SEC profile of Wayne Ramsey 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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