Juan SundbergCRD Number: 5416277
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Juan Sundberg (CRD# 5416277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Murphy, TX and has over 9 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Richardson, TX||Jul 2014 - Current||2|
|Bank Of America, N.a.||Richardson, TX||Jul 2014 - Current||2|
|Charles Schwab & Company, Inc.||Cupertino, CA||Jun 2013 - Jul 2014||1|
|Charles Schwab Bank||Cupertino, CA||Jun 2013 - Jul 2014||1|
|Metlife Securities, Inc.||San Jose, CA||Sep 2007 - Jun 2013||5|
|Verican Inc.||San Francisco, CA||Oct 2004 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 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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