Justin BothamCRD Number: 5489566
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Justin Botham (CRD# 5489566) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Minneapolis, MN and has over 8 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Minneapolis, MN||Jun 2014 - Current||2|
|Bank Of America, N.a.||Minneapolis, MN||Jun 2014 - Current||2|
|Morgan Stanley Smith Barney||Minneapolis, MN||Jun 2009 - Jun 2014||5|
|Morgan Stanley & Company Incorporated||Minneapolis, MN||Feb 2009 - Jun 2009||< 1|
|Ubs Financial Services Inc.||Minneapolis, MN||Jan 2008 - Feb 2009||1|
|Iowa State University||Ames, IA||Sep 2004 - Dec 2007||3|
|Sd Sales||Wayzata, MN||Jul 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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