William Meinel, financial advisor Columbia SC
93 score

William Meinel

CRD Number: 5318248
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Meinel (CRD# 5318248) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Columbia, SC Dec 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Columbia, SC Mar 2007 - Current 9
Bijo Wholesale Produce Columbia, SC Oct 2006 - Feb 2007 < 1
Cj's Columbia, SC Mar 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for William G. Meinel
Phone Number: 800-637-7455
Registered State(s):
  • SC
  • 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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