Paige InsleeCRD Number: 6962157
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Paige Inslee (CRD# 6962157) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Bank Of America, N.a.||Portsmouth, NH||Dec 2021 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Portsmouth, NH||Jul 2020 - Current||1|
|Bar Method||Miami, FL||May 2019 - May 2021||2|
|University Of Miami||Miami, FL||Aug 2018 - May 2021||2|
|Acadomia||Miami, FL||Jan 2019 - Mar 2020||1|
|University Of Miami||Miami, FL||May 2019 - Sep 2019||< 1|
|Wake Forest||Winston Salem, NC||Aug 2017 - Dec 2018||1|
|Merrill Lynch||Portsmouth, NH||May 2018 - Aug 2018||< 1|
|Primary Education||Naples, FL||Jan 2011 - Jun 2017||6|
|Williams Sonoma||Naples, FL||Nov 2016 - Mar 2017||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, WY
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