Lucero Wiley (CRD# 5996600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 12 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Bellevue, WA | Apr 2018 - Current | 6 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue, WA | Jan 2018 - Current | 6 |
Morningstar Consulting, LLC | Virginia Beach, VA | Apr 2016 - Dec 2017 | 1 |
Eagle Strategies LLC | Norfolk, VA | Oct 2015 - Mar 2016 | < 1 |
New York Life Insurance Company | Norfolk, VA | Sep 2015 - Mar 2016 | < 1 |
Nylife Securities LLC | Norfolk, VA | Sep 2015 - Mar 2016 | < 1 |
Unemployed | Virginia Beach, VA | Aug 2015 - Aug 2015 | < 1 |
Morgan Stanley Private Bank, National Association | Virginia Beach, VA | Jan 2015 - Aug 2015 | < 1 |
Morgan Stanley | Virginia Beach, VA | May 2014 - Aug 2015 | 1 |
Bank Of America | Norfolk, VA | Jan 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- CA
- TX
- VA
- WA
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
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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