David MerrillCRD Number: 1805427
Current Firm: Wells Fargo Advisors, LLC
David Merrill (CRD# 1805427) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Harlingen, TX and has over 29 years of experience in the finance industry.
Securities America Advisors, Inc.
The Prudent Investor Coach, LLC
First Allied Advisory Services, Inc.
|Wells Fargo Advisors LLC||Brownsville, TX||May 2009 - Current||8|
|Wachovia Securities, LLC||Brownsville, TX||Jan 2008 - May 2009||1|
|A.g. Edwards||Brownsville, TX||May 1989 - Jan 2008||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV