Kevin Mcmullen
Kevin Mcmullen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Indianapolis, IN, 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
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
510 E 96th St, Indianapolis, IN, 46240
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Regulatory History (1)
Customer Dispute
February 2001Other Business Activities
Kevin is the treasurer for Crossfields Homeowners Association since 2000, dedicating minimal time to paying bills and attending meetings. He is also a committee member for Our Lady of Mount Carmel Catholic Church since 2011, spending minimal time annually reviewing the church's budget and investments.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Hibbard Brown & CO., INC.Broker
State Registrations35 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.