Corina
Davis

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4554039
Investment Advisor
in Seattle, WA
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About this Advisor

Corina Davis is a certified financial planner who lives in Seattle, Washington. Currently a registered financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc, Davis has 16 years of professional experience as a registered advisor. Davis maintains Series 63 and Series 66 licenses, designating them as a securities agent. Davis is able to work with customers in Texas and Washington. During their career, the advisor has held roles at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is located in Seattle, Washington, and has 2,958 offices in the United States. Overall, Merrill Lynch, Pierce, Fenner & Smith Inc oversees $820 billion in assets throughout 2,272,151 client accounts and retains more than 40,146 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 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

1215 4Th Ave
Seattle, WA 98161

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

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

41,217

WA Average: 88
Total Number of Accounts

2,472,247

WA Average: 3,892
Average Account Size

$322,494

WA 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

Corina Davis Work History

Corina has 16 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2002 - 2009 (7 years)

Banc Of America Investment Services, Inc

2002 - 2009 (7 years)

Banc Of America Insurance Services, Inc

Disclosures

Corina Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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