Robert Mackey (CRD# 2168543) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 32 years of experience in the finance industry.
CRD# 4234153
Avantax Advisory Services
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5887508
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Mckinney, TX | May 2011 - Current | 13 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mckinney, TX | Aug 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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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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