Phillip HohnCRD Number: 5042360
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Phillip Hohn (CRD# 5042360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pleasanton, CA and has over 14 years of experience in the finance industry.
Wealth & Tax Planners
Lpl Financial LLC
Avantax Advisory Services
|Bank Of America, N.a.||Pleasanton, CA||Nov 2011 - Current||10|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||Pleasanton, CA||Sep 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- 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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