Lee FamularoCRD Number: 6228483
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lee Famularo (CRD# 6228483) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eugene, OR and has over 3 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Eugene, OR||Jul 2015 - Current||2|
|Unemployed||Eugene, OR||May 2015 - Jul 2015||< 1|
|Lincoln Financial Advisors||Eugene, OR||Jan 2014 - May 2015||1|
|Unemployed||Eugene, OR||Oct 2013 - Jan 2014||< 1|
|Yard Masters||Eugene, OR||Nov 2011 - Jan 2014||2|
|Mutual Of Omaha||Eugene, OR||Dec 2012 - Sep 2013||< 1|
|Emerald Landscaping- Dba. Yard Masters||Eugene, OR||Nov 2010 - Dec 2012||2|
|Sanofi Pasteur||Swiftwater, PA||May 2007 - Nov 2010||3|
|North Hampton Country Club||Easton, PA||May 2005 - Nov 2007||2|
|The Loft||Tannersville, PA||Oct 2000 - May 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Jun 2014|
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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