Shameka WombleyCRD Number: 7086556
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Shameka Wombley (CRD# 7086556) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Iselin, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Hightower Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Princeton Junction, NJ||Dec 2004 - Current||18|
|Bank Of America, N.a.||Princeton Junction, NJ||Dec 2004 - Current||18|
|Pier 1||Princeton, NJ||Sep 2008 - Mar 2019||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
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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