Lawrence AdamsCRD Number: 1442341
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lawrence Adams (CRD# 1442341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Biloxi, MS and has over 37 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
State Farm Investment Management Corp.
|Bank Of America, Na||Biloxi, MS||Jan 2010 - Current||13|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Gulfport, MS||Oct 1985 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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