Elena WalkerCRD Number: 6187512
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Elena Walker (CRD# 6187512) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 4 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Bank Of America, N.a.||Houston, TX||Feb 2018 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Aug 2017 - Current||4|
|Unemployed||Houston, TX||Nov 2016 - Aug 2017||< 1|
|Pennsylvania Democratic Party||Philadelphia, PA||Jul 2016 - Nov 2016||< 1|
|Unemployed- Extended Travel- All Over The World||Houston, TX||May 2015 - Jul 2016||1|
|University Of Texas At Austin||Austin, TX||Aug 2013 - May 2015||1|
|Texas Appleseed||Austin, TX||Jul 2014 - Sep 2014||< 1|
|Merrill Lynch Wealth Management||Houston, TX||Apr 2013 - Jul 2013||< 1|
|Unemployed||Houston, TX||Jan 2013 - Apr 2013||< 1|
|Jewish Community Center Houston, Tx||Houston, TX||May 2011 - Dec 2012||1|
|University Of Houston Downtown||Houston, TX||Aug 2010 - Dec 2012||2|
|Us Post Office||Bennington, VT||Sep 2011 - May 2012||< 1|
|Bennington College||Bennington, VT||Aug 2011 - May 2012||< 1|
|Fmc Corporation||Washington, DC||Jan 2012 - Feb 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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