Jeffrey Levesque
Jeffrey Levesque is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Toledo, OH, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
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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
4908 Whiteford Rd, Toledo, OH, 43623
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Regulatory History (4)
Customer Dispute
November 2002Employment Separation After Allegations
January 2002Customer Dispute
June 2001Customer Dispute
March 2001Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
State Registrations24 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.