Douglas Chilton
CRD Number: 6413068Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Douglas Chilton (CRD# 6413068) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 9 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville, NC | Oct 2019 - Current | 4 |
Bank Of America, N.a. | Asheville, NC | Oct 2019 - Current | 4 |
Wells Fargo Clearing Services, LLC | Brevard, NC | Nov 2016 - Oct 2019 | 2 |
Wells Fargo Bank Na | Brevard, NC | Jun 2016 - Oct 2019 | 3 |
Wells Fargo Advisors, LLC | Brevard, NC | Jun 2016 - Nov 2016 | < 1 |
Bank Of America | Asheville, NC | Aug 2015 - Jun 2016 | < 1 |
Pace Enterprises LLC | Lexington, KY | Nov 2014 - Mar 2016 | 1 |
First Investors Corporation | Lexington, KY | Oct 2014 - Aug 2015 | < 1 |
Chilton's Auto | Harrodsburg, KY | May 2014 - Oct 2014 | < 1 |
Pnc Bank | Lexington, KY | May 2008 - May 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2014 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- NC
- TX
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Total Assets Under Management1,271,594MILLIONS
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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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