Tanner Doudna, financial advisor Jacksonville FL

Tanner Doudna

CRD Number: 6388648
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tanner Doudna (CRD# 6388648) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Trustwell Financial Advisors, LLC Jacksonville, FL Jul 2017 - Current 3
Unemployed Jacksonville, FL Apr 2017 - Jun 2017 < 1
Bank Of America N.a. Jacksonville, FL Oct 2014 - Mar 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Aug 2014 - Mar 2017 2
Sonny's Bbq Jacksonville, FL May 2011 - Aug 2014 3
Rita's Ice Jacksonville Beach, FL May 2010 - Aug 2011 1
Providence School Jacksonville, FL Sep 2004 - May 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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