LG
LG

Louise Glover

28 Years of Experience
Delray Beach, FL
1 DisclosureBroker

Louise Glover is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Delray Beach, FL, with 28 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.

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Location

601 E Atlantic Ave, Delray Beach, FL, 33483

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 1991
Other Business Activities

Louise is a trustee for the Mahlon S Weir Trust account at Merrill Lynch Wealth Management, dedicating minimal time. She is also a general partner/managing member of Galloping Tiger LLC, which holds inherited rental property.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - Present · 15 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
The Carney Group, IncorporatedBroker
January 2006 - March 2010 · 4 yrs 2 mos
Schonfeld Securities, LLCBroker
June 1999 - February 2004 · 4 yrs 8 mos
First Union Brokerage Services, INC.Broker
March 1997 - July 1998 · 1 yr 4 mos
Painewebber IncorporatedBroker
October 1995 - February 1996 · 4 mos
Lazard Freres & CO.Broker
January 1994 - February 1995 · 1 yr 1 mo
Bear, Stearns & CO. INC.Broker
September 1992 - December 1993 · 1 yr 3 mos
State Registrations31 states
ALAZCACOCTDCFLGAIAILKYMAMDMIMONCNHNJNVNYOKORPASCTNTXUTVAVTWAWV
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.
Louise Glover - Financial Advisor | TrueAdvisor