Christina PallanCRD Number: 5059378
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christina Pallan (CRD# 5059378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Monica, CA and has over 14 years of experience in the finance industry.
Awm Capital, LLC
Wedbush Securities Inc.
Virtue Capital Management, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Westlake Village, CA||Oct 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
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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