Ioana Lamoureux, financial advisor Valencia CA
90 score

Ioana Lamoureux

CRD Number: 5954941
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ioana Lamoureux (CRD# 5954941) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Valencia, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Glendale, CA Aug 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Glendale, CA Sep 2007 - Current 9
Prudential Ca Realty Valencia, CA Aug 2009 - Jun 2011 1
California State University, Northridge Northridge, CA Aug 2007 - May 2009 1
Nbc Universal Studio City, CA May 2008 - Aug 2008 < 1
American Accent Training Inc. Valencia, CA Apr 2004 - Feb 2008 3
College Of The Canyons Valencia, CA Jun 2004 - Dec 2007 3
Hollister Valencia, CA Feb 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Ioana C. Lamoureux
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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