Tashenah McKneely
CRD Number: 6891447Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tashenah McKneely (CRD# 6891447) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairfield, CA and has over 4 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 5567930
Avantax Advisory Services
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Fairfield, CA | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Napa, CA | Dec 2013 - Current | 10 |
| Bank Of America, N.a. | Fairfield, CA | Dec 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CA
- TX
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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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