Luis Almendarez, financial advisor Oakland CA

Luis Almendarez

CRD Number: 4131189
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Luis Almendarez (CRD# 4131189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oakland, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Oakland, CA Sep 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland, CA Sep 2021 - Current 2
Unionbanc Investment Services LLC Berkeley, CA Nov 2017 - Sep 2021 3
Bank Of America, N.a. San Leandro, CA Dec 2012 - Nov 2017 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Leandro, CA Nov 2012 - Nov 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Luis A. Almendarez
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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