Tommie Roberson
CRD Number: 6930371Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tommie Roberson (CRD# 6930371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Silver Spring, MD and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia, MD | Oct 2016 - Current | 7 |
| Bank Of America, N.a. | Columbia, MD | Oct 2016 - Current | 7 |
| Bobby Mckeys Dueling Piano Bar | Oxon Hill, MD | Jan 2012 - Current | 12 |
| National Agents Allance | Gainesville, FL | Feb 2015 - Oct 2016 | 1 |
| Arias Agency | Columbia, MD | Feb 2015 - Oct 2015 | < 1 |
| Pnc Bank | Washington, D.c., DC | Sep 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- MD
- TX
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Total Assets Under Management1,271,594MILLIONS
-
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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