Tammy Pilon, financial advisor Tacoma WA

Tammy Pilon

CRD Number: 6248900
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tammy Pilon (CRD# 6248900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Tacoma, WA Sep 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma, WA Aug 2016 - Current 5
The Householder Group Tacoma, WA Apr 2013 - Aug 2016 3
Longevity Medical Clinic Kirkland, WA Feb 2013 - Apr 2013 < 1
Unemployed Tacoma, WA Jan 2013 - Feb 2013 < 1
The Hearthside Collection Everett, WA Jan 2007 - Dec 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Tammy A. Pilon
Phone Number: 800-637-7455
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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