Kevin TrunkCRD Number: 5559681
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Trunk (CRD# 5559681) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, IL and has over 4 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Bank Of America, N.a.||Chicago, IL||Apr 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chicago, IL||Jul 2011 - Current||5|
|University Of Illinois Urbana-champaign||Champaign, IL||Sep 2010 - Jun 2011||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chicago, IL||Jun 2010 - Aug 2010||< 1|
|University Of Illinois Urbana-champaign||Champaign, IL||Sep 2009 - May 2010||< 1|
|Philip J Barasch And Son||Chicago, IL||Jun 2009 - Aug 2009||< 1|
|University Of Illinois Urbana-champaign||Champaign, IL||Sep 2008 - May 2009||< 1|
|Citigroup Markets And Banking||Chicago, IL||Jun 2008 - Aug 2008||< 1|
|University Of Illinois Urbana-champaign||Champaign, IL||Sep 2007 - May 2008||< 1|
|St. Francis High School||Wheaton, IL||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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