Tammy Pan (CRD# 6829375) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 6 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda, MD | Mar 2018 - Current | 6 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Jan 2018 - Feb 2018 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2017 - Feb 2018 | < 1 |
| Panco Realty Company | Rockville, MD | Jun 2016 - May 2017 | < 1 |
| Student | College Park, MD | Sep 2015 - May 2016 | < 1 |
| Hughes Network Systems, Inc. | Gaithersburg, MD | May 2015 - Aug 2015 | < 1 |
| Student | College Park, MD | Aug 2014 - May 2015 | < 1 |
| Traville Academy | Rockvile, MD | Jun 2014 - Aug 2014 | < 1 |
| Crepes A Go-go | Gaithersburg, MD | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- MD
- TX
-
Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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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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