Krista Hamilton-SmithCRD Number: 4561226
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Krista Hamilton-Smith (CRD# 4561226) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Wayne, IN and has over 14 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Angola, IN||Aug 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2003|
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