Kevin Mayer (CRD# 6475388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Temecula, CA and has over 8 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Murrieta, CA | Mar 2016 - Current | 8 |
| Bank Of America, N.a. | Murrieta, CA | Mar 2016 - Current | 8 |
| Berthel Fisher & Company Financial Services, Inc. | Glendale, CA | Aug 2015 - Mar 2016 | < 1 |
| Unemployed | Glendale, CA | Jun 2015 - Aug 2015 | < 1 |
| Storyland Studios | Lake Elsinore, CA | Jun 2014 - Jun 2015 | 1 |
| Alliance Service Group | Winchester, CA | Sep 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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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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