Isaac Murillo (CRD# 7679095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Haines City, FL and has 1 year of experience in the finance industry.
CRD# 6504539
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Haines City, FL | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Haines City, FL | Dec 2022 - Current | 1 |
| American Income Life | Orlando, FL | May 2022 - Oct 2022 | < 1 |
| Bank Of America | Haines City, FL | Dec 2017 - May 2022 | 4 |
| Westgate Resorts | Kissimmee, FL | Dec 2014 - May 2020 | 5 |
| Hilton Grand Vacations | Orlando, FL | Feb 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
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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