Andrew Ammons, financial advisor Raleigh NC
88 score

Andrew Ammons

CRD Number: 6376933
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andrew Ammons (CRD# 6376933) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Raleigh, NC Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Jul 2014 - Current 2
Wake Forest University Winston-salem, NC Aug 2013 - Jul 2014 < 1
Quintiles Transnational Raleigh, NC May 2013 - Aug 2013 < 1
Wake Forest University Winston-salem, NC Aug 2012 - May 2013 < 1
Vector Marketing Winston-salem, NC Jul 2012 - Aug 2012 < 1
Wake Forest University Winston-salem, NC Aug 2011 - Jul 2012 < 1
Carolina Pool Management Wake Forest, NC May 2011 - Aug 2011 < 1
Wake Forest University Winston-salem, NC Aug 2010 - May 2011 < 1
Hasentree Pool Wake Forest, NC May 2010 - Aug 2010 < 1
Wake Forest-rolesville High School Wake Forest, NC Aug 2009 - May 2010 < 1
East West Partners Club Management Wake Forest, NC May 2009 - Aug 2009 < 1
Wake Forest-rolesville High School Wake Forest, NC Aug 2008 - May 2009 < 1
Heritage Golf Club Wake Forest, NC Jun 2008 - Aug 2008 < 1
Wake Forest-rolesville High School Wake Forest, NC Aug 2006 - Jun 2008 1
East Millbrook Middle School Raleigh, NC Jul 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Andrew W. Ammons
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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