Chris Kotheimer, financial advisor Frisco TX

Chris Kotheimer

CRD Number: 6159233
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chris Kotheimer (CRD# 6159233) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Frisco, TX Feb 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco, TX Jan 2013 - Current 8
Pionear, LLC Charlotte, NC Aug 2012 - Jan 2013 < 1
First Call Holdings Jacksonville, FL Jul 2012 - Aug 2012 < 1
Unemployed Jacksonville, FL May 2012 - Jul 2012 < 1
Florida Coastal School Of Law Jacksonville, FL Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Chris J. Kotheimer
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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