Brandon Arthurs, financial advisor Jacksonville FL
93 score

Brandon Arthurs

CRD Number: 5285430
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brandon Arthurs (CRD# 5285430) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Mar 2009 - Current 7
Bank Of America, N.a. Charlotte, NC Jul 2008 - Current 8
Banc Of America Investment Services, Inc. Charlotte, NC Oct 2007 - Mar 2009 1
Wealth Plan Financial Partners Charlotte, NC Feb 2007 - Oct 2007 < 1
Jefferson Pilot Securities Corp Charlotte, NC Feb 2007 - Oct 2007 < 1
School And College Gastonia And Boone, NC Aug 1988 - Dec 2006 18
Grandfather Golf & Country Club Linville, NC Jan 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Brandon P. Arthurs
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • 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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