AG
AG

Alicia Guyton

41 Years of Experience
Gadsden, AL
Broker

Alicia Guyton is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Gadsden, AL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

224 Broad St, Gadsden, AL, 35901

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alicia is a part-owner of CJRplus LLC, a rental property business, and spends a few hours per week on it. She is also a co-owner of JBA Properties LLC, another rental property business, but has no involvement in its day-to-day management.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1987 - Present · 38 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1984 - July 1987 · 3 yrs 1 mo
State Registrations28 states
ALARAZCOFLGAIDILKSLAMAMDMIMNMOMSNCNENHNYPASCSDTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alicia Guyton - Financial Advisor | TrueAdvisor