Robert RunkleCRD Number: 1314317
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Runkle (CRD# 1314317) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 32 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Bank Of America,na||South Bend, IN||Dec 2009 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||South Bend, IN||Jul 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||May 1993|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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