Alissa Stearns, financial advisor Tacoma WA

Alissa Stearns

CRD Number: 6336688
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alissa Stearns (CRD# 6336688) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bonney Lake, WA Jan 2018 - Current 6
Bank Of America, N.a. Bonney Lake, WA Jan 2018 - Current 6
Isagenix Puyallup, WA Aug 2016 - Current 7
Jpmorgan Chase Bank Tumwater, WA Aug 2016 - Jan 2018 1
Jp Morgan Securities LLC Tumwater, WA Aug 2016 - Jan 2018 1
Gcg Financial, Inc. Deerfield, IL Aug 2014 - Aug 2016 2
Minnesota Life Ins Co Deerfield, IL May 2014 - Aug 2016 2
Securian Financial Services, Inc. Deerfield, IL May 2014 - Aug 2016 2
Zion Benton Township Hs Zion, IL May 2012 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Alissa Stearns
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, WY

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