W DoxeyCRD Number: 3166823
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
W Doxey (CRD# 3166823) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summit, NJ and has over 18 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Bank Of America, N.a.||Summit, NJ||May 2017 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Summit, NJ||Feb 2008 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2004|
|S66||NASAA Uniform Combined State Law Examination||Feb 2016|
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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