Theodore LatimerCRD Number: 1322037
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Theodore Latimer (CRD# 1322037) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 32 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Winter Park, FL||Dec 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Winter Park, FL||Oct 2009 - Current||8|
|Banc Of America Insurance Services, Inc.||Winter Park, FL||Nov 2002 - Oct 2009||6|
|Banc Of America Investment Services, Inc.||Winter Park, FL||Nov 2002 - Oct 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||May 1996|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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