Alan Skidmore, financial advisor The Woodlands TX

Alan Skidmore

CRD Number: 5064058
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alan Skidmore (CRD# 5064058) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na The Woodlands, TX Sep 2009 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated The Woodlands, TX Nov 2005 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Alan E. Skidmore
Phone Number: 800-637-7455
Firm Website: http://www.pbig.ml.com
Registered State(s):
  • TX
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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