Adam Bratton (CRD# 7510023) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingsport, TN and has 1 year of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Kingsport, TN | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kingsport, TN | Feb 2022 - Current | 2 |
| Lowes | Johnson City, TN | Jul 2021 - Feb 2022 | < 1 |
| Beech Mountain Ski Resort | Beech Mountain, NC | Oct 2020 - Jun 2021 | < 1 |
| East Tennessee State University | Johnson City, TN | Feb 2020 - Oct 2020 | < 1 |
| Food City | Elizabethton, TN | Sep 2019 - Feb 2020 | < 1 |
| Journeys | Johnson City, TN | Dec 2017 - Nov 2019 | 1 |
| East Tennessee State University | Johnson City, TN | Aug 2016 - Oct 2017 | 1 |
| Rush Street | Kingsport, TN | Oct 2015 - Aug 2016 | < 1 |
| Dobyns-bennett High School | Kingsport, TN | Feb 2012 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- TN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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