Samantha Wilker, financial advisor Bloomfield Hills MI
93 score

Samantha Wilker

CRD Number: 5887146
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Samantha Wilker (CRD# 5887146) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington Hills, MI Jan 2011 - Current 5
Bank Of America, N.a. Farmington Hills, MI Jan 2011 - Current 5
Unemployed Royal Oak, MI Jul 2010 - Dec 2010 < 1
Godaddy.com Gilbert, AZ Dec 2009 - Jun 2010 < 1
Unemployed Scottsdale, AZ Sep 2009 - Nov 2009 < 1
Comerica Bank Scottsdale, AZ Feb 2009 - Aug 2009 < 1
Unemployed Scottsdale, AZ Nov 2008 - Jan 2009 < 1
Verizon Wireless Phoenix, AZ Oct 2006 - Oct 2008 2
Unemployed Bloomfield Hills, MI Apr 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Samantha R. Wilker
Phone Number: 800-637-7455
Registered State(s):
  • MI
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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