Jeffery Picard
Jeffery Picard is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lafayette, LA, 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
900 S College Rd, Lafayette, LA, 70503
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Jeffery is an owner and managing partner in Picard Thoroughbreds L.L.C., dedicating about 10-20% of his time to managing horses with his wife. He also owns property leased for oil and gas exploration, but spends minimal time on this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Pruco Securities CorporationBroker
State Registrations23 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.