Matthew English
CRD Number: 6195180Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Matthew English (CRD# 6195180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakweed, GA and has over 10 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Jacksonville, FL | Jul 2013 - Current | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | May 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- FL
- GA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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