Princess RobertsCRD Number: 6608135
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Princess Roberts (CRD# 6608135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dallas, TX||Jul 2016 - Current||5|
|Bank Of America, N.a.||Dallas, TX||Jul 2016 - Current||5|
|Unemployed||Houston, TX||Mar 2016 - Jul 2016||< 1|
|Foresters Financial Services||Houston, TX||Feb 2016 - Mar 2016||< 1|
|Unemployed||Houston, TX||Aug 2015 - Feb 2016||< 1|
|Department Of Marketing And Business Analystics||Commerce, TX||Jan 2015 - Aug 2015||< 1|
|Texas A&m University - Commere||Commerce, TX||Aug 2014 - Jan 2015||< 1|
|National Nanny Incorporated||Houston, TX||Jan 2013 - Aug 2014||1|
|University Of Houston Charter School||Houston, TX||Aug 2012 - May 2014||1|
|University Of Houston||Houston, TX||Aug 2010 - Dec 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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