Zaida AvilaCRD Number: 6899568
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Zaida Avila (CRD# 6899568) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, CA and has over 5 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Bank Of America, N.a.||Roseville, CA||Dec 2022 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Roseville, CA||Sep 2022 - Current||< 1|
|Edward Jones||St Louis, MO||Feb 2018 - Sep 2022||4|
|Broadridge||El Dorado Hills, CA||Jul 2016 - Feb 2018||1|
|Dst Output||El Dorado Hills, CA||Jun 2013 - Jun 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2018|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- 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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