Aimee Barnes (CRD# 5702052) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Birmingham, AL and has over 7 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Birmingham, AL | Jun 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham, AL | Apr 2018 - Current | 6 |
| Lpl Financial | Birmingham, AL | Jun 2016 - Apr 2018 | 1 |
| Fi Plan Partners | Birmingham, AL | Feb 2016 - Apr 2018 | 2 |
| First Protective | Birmingham, AL | Sep 2014 - Mar 2016 | 1 |
| Lloyd R Wilson & Associates | Birmingham, AL | Aug 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- AL
- TX
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Total Assets Under Management1,271,594MILLIONS
-
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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