Carina Borkon, financial advisor Orlando FL

Carina Borkon

CRD Number: 5936803
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Carina Borkon (CRD# 5936803) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Orlando, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Winter Park, FL Mar 2016 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park, FL Feb 2016 - Current 8
Edward Jones St Louis, MO Sep 2012 - Feb 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Carina G. Borkon
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
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 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)
  • 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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