Donald Bentley (CRD# 1968937) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Provo, UT and has over 34 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Provo, UT | Aug 2014 - Current | 9 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo, UT | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- TX
- UT
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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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