Emmanuel Allende
CRD Number: 6301520Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Emmanuel Allende (CRD# 6301520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 9 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carrollton, TX | Feb 2018 - Current | 6 |
| Bank Of America, N.a. | Carrollton, TX | Feb 2018 - Current | 6 |
| Massachusetts Mutual Life | El Paso, TX | May 2017 - Mar 2018 | < 1 |
| The Home Depot | Lawrence, KS | Dec 2017 - Feb 2018 | < 1 |
| Allied Universal | El Paso, TX | Mar 2017 - Nov 2017 | < 1 |
| Lincoln Financial Advisors Corporation | El Paso, TX | Sep 2014 - Nov 2017 | 3 |
| Dial America | El Paso, TX | Oct 2016 - Feb 2017 | < 1 |
| Cesar For El Paso | El Paso, TX | Apr 2014 - Sep 2014 | < 1 |
| Raw Fitness | El Paso, TX | Oct 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- OK
- TX
-
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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