Lonnie Hand
Lonnie Hand is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Spokane, WA, with 32 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
601 W Riverside Ave, Spokane, WA, 99201
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2003Customer Dispute
March 2001Other Business Activities
Lonnie is the executor for W and E H, starting in 2029. This requires about 10-20% of his time monthly, with minimal time spent during trading hours.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Interpacific Investors Services, INC.Broker
Nelson Securities,inc.Broker
State Registrations33 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.