Evelyn - Elena GasherCRD Number: 1840337
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Evelyn - Elena Gasher (CRD# 1840337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Crystal Lake, IL and has over 28 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Bank Of America, N.a.||Barrington, IL||May 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Barrington, IL||Jan 2012 - Current||5|
|Unemployed||Barrington, IL||Sep 2011 - Jan 2012||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Jun 2011 - Aug 2011||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Jun 2011 - Aug 2011||< 1|
|The Heartland Group||Chicago, IL||Apr 2011 - Aug 2011||< 1|
|American Marketing & Publishing||Dekalb, IL||Jul 2010 - Mar 2011||< 1|
|Unemployed||Burrington, IL||Jul 2009 - Jul 2010||1|
|Morgan Stanley & Company Incorporated :||Riverwoods, IL||Jul 2007 - Jul 2009||2|
|Morgan Stanley||Riverwoods, IL||Jul 2007 - Mar 2009||1|
|Unemployed||Barrington, IL||Nov 2006 - Jun 2007||< 1|
|Hartford||Skokie, IL||Jan 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
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)
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