Angela Ferrell, financial advisor Asheville NC
90 score

Angela Ferrell

CRD Number: 6021443
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Angela Ferrell (CRD# 6021443) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Hendersonville, NC Oct 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hendersonville, NC Aug 2014 - Current 2
Capital Investment Group, Inc. Raleigh, NC Jan 2012 - Aug 2014 2
Ethos Wealth Group Waynesville, NC Jan 2012 - Aug 2014 2
Motel Group Inc. Asheville, NC Oct 2003 - Dec 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Angela N. Ferrell
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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