Joseph Somers (CRD# 3072625) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 25 years of experience in the finance industry. Joseph Somers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America,na | Egg Harbor Township, NJ | Aug 2009 - Current | 14 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Egg Harbor Township, NJ | Sep 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
- NJ
- TX
- UT
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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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