Donald Porterfield
Donald Porterfield is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Kansas City, MO, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4801 Main St, Kansas City, MO, 64112
Get directionsHistory
Regulatory History (7)
Customer Dispute
June 2019Customer Dispute
January 2017Customer Dispute
December 2015Customer Dispute
September 2014Customer Dispute
March 2010Customer Dispute
November 2000Customer Dispute
February 1999Other Business Activities
Donald is a co-owner of a rental property with family members since March 2024. He spends minimal time on this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
George K. Baum & CompanyBroker
George K. Baum & CompanyBroker
Waddell & Reed, INC.Broker
State Registrations43 states
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.