Meaghen Avila, financial advisor Fairhaven MA
90 score

Meaghen Avila

CRD Number: 6329410
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Meaghen Avila (CRD# 6329410) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairhaven, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fairhaven, MA Jan 2015 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhaven, MA Apr 2014 - Current 4
Town Of Fairhaven Fairhaven, MA Sep 2003 - Current 14
Bank Of America Corp Seekonk, MA Jul 2011 - Apr 2014 2
Littman Jewelers Taunton, MA Nov 2008 - Aug 2011 2
H & R Block New Bedford, MA Dec 2008 - Apr 2011 2
Zale Jewelers Corp Taunton, MA Jul 2006 - Nov 2008 2
Healthtrax Wellnes Club North Dartmouth, MA Jan 2003 - Sep 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Meaghen Avila
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • 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, WY

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

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