Lillian GrayCRD Number: 3110646
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lillian Gray (CRD# 3110646) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 15 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Austin, TX||Jan 2015 - Current||1|
|Bank Of America, N.a.||Austin, TX||Jan 2015 - Current||1|
|Wells Fargo Advisors LLC||Austin, TX||Aug 2013 - Jan 2015||1|
|Unemployed||Quincy, MA||Feb 2013 - Aug 2013||< 1|
|Bank Of America, N.a.||Quincy, MA||Jul 2011 - Feb 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||Quincy, MA||Jun 2011 - Feb 2013||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Oct 2010 - Apr 2011||< 1|
|Northwestern Mutual Investment Services, LLC||Boston, MA||Oct 2010 - Apr 2011||< 1|
|Unemployed||Arlington, MA||Jul 2010 - Sep 2010||< 1|
|Liberty Mutual||Lexington, MA||Nov 2009 - Jul 2010||< 1|
|Unemployed||Arlington, MA||Jan 2009 - Nov 2009||< 1|
|Bank Of America, N.a.||Boston, MA||Aug 2006 - Jan 2009||2|
|Banc Of America Investment Services LLC||Boston, MA||Aug 2006 - Jan 2009||2|
|Cco Investment Services Corp||Boston, MA||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
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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