David SandersCRD Number: 3188189
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Sanders (CRD# 3188189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Athens, GA and has over 18 years of experience in the finance industry.
Cetera Advisors LLC
Elwood & Goetz Wealth Advisory Group, LLC
State Farm Investment Management Corp.
|Bank Of America, Na||Conyers, GA||Dec 2009 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Conyers, GA||Oct 2009 - Current||7|
|Banc Of America Investment Services, Inc.||Atlanta, GA||Jan 2007 - Oct 2009||2|
|Banc Of America Insurance Services, Inc.||Conyers, GA||Jan 2007 - Oct 2009||2|
|Edward D. Jones & Company, LP||Conyers, GA||Feb 1999 - Jan 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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