Neil Eggers, financial advisor Birmingham AL
93 score

Neil Eggers

CRD Number: 5581421
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Neil Eggers (CRD# 5581421) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Birmingham, AL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Birmingham, AL Sep 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham, AL Jul 2011 - Current 5
Morgan Stanley Smith Barney Birmingham, AL Jun 2009 - Jul 2011 2
Citigroup Global Markets Inc. Birmingham, AL Aug 2008 - Jun 2009 < 1
Itac Solutions Birmingham, AL Dec 2007 - Aug 2008 < 1
Unemployed Birmingham, AL May 2007 - Dec 2007 < 1
Castle Entries Inc. Birmingham, AL Sep 2006 - May 2007 < 1
Guntersville Breathables Inc. Arab, AL Apr 1999 - Sep 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Neil D. Eggers
Phone Number: 800-637-7455
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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