Emily AbernethyCRD Number: 2199188
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Emily Abernethy (CRD# 2199188) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 30 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Bank Of America, N.a.||Houston, TX||Nov 2015 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Sep 2015 - Current||7|
|Barclays Capital Inc.||Houston, TX||Sep 2008 - Sep 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1992|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- 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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