Francis Abella, financial advisor Napa CA

Francis Abella

CRD Number: 2178797
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Francis Abella (CRD# 2178797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Napa, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Napa, CA Apr 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa, CA Mar 2018 - Current 6
Wells Fargo Clearing Services, LLC San Francisco, CA Nov 2016 - Mar 2018 1
Wells Fargo Advisors, LLC San Francisco, CA Apr 2014 - Nov 2016 2
Self-employed Napa, CA Jan 2013 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1991
S66 NASAA Uniform Combined State Law Examination May 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Francis L. Abella
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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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