Jill Dailey (CRD# 5509918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN and has over 15 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis, IN | Oct 2021 - Current | 2 |
Royal Alliance | Carmel, IN | Mar 2019 - Sep 2021 | 2 |
American United Life | Indianapolis, IN | Dec 2017 - Mar 2019 | 1 |
Oneamerica Securities | Indianapolis, IN | Dec 2017 - Mar 2019 | 1 |
Edward Jones | Greenfield, IN | Apr 2016 - Dec 2017 | 1 |
Metlife Securities | Indianapolis, IN | Apr 2014 - Apr 2016 | 2 |
Indiana Wesleyan University | Indianapolis, IN | Jun 2007 - Dec 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- IN
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- 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 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
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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