Jimmy Trotter, financial advisor Houston TX
93 score

Jimmy Trotter

CRD Number: 5278376
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jimmy Trotter (CRD# 5278376) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Houston, TX Dec 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Nov 2012 - Current 4
Operation Uplift Inc. Memphis, TN Apr 2010 - Current 6
Carty & Company Inc. Memphis, TN Feb 2012 - Nov 2012 < 1
Various Insurance Carriers For W & R Insurance Agencies Memphis, TN Feb 2010 - Nov 2012 2
Unemployed Memphis, TN Nov 2011 - Feb 2012 < 1
Target Corp Memphis, TN Dec 2010 - Nov 2011 < 1
Unemployed Memphis, TN Sep 2010 - Dec 2010 < 1
Waddell & Reed, Inc. Cordova, TN Feb 2010 - Oct 2010 < 1
Unemployed Memphis, TN Sep 2009 - Mar 2010 < 1
Morgan Keegan Memphis, TN Jun 2009 - Sep 2009 < 1
Unemployed Memphis, TN Nov 2008 - Jun 2009 < 1
Chrysler LLC Memphis, TN Jul 2007 - Nov 2008 1
Frito Lay Meridain, MS Feb 2007 - Jul 2007 < 1
Edward Jones St. Louis, MO Jan 2007 - Feb 2007 < 1
Bates Roofing Hattiesburg, MS Aug 2005 - Jan 2007 1
University Of Southern Ms Hattiesburg, MS Aug 2003 - Dec 2006 3
Student Meridian, MS Aug 1999 - Dec 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Jimmy L. Trotter
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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