Teri Engle
Teri Engle is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Salem, SC, with 31 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
Salem, SC
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2002Customer Dispute
September 2002Other Business Activities
Teri owns rental property in South Carolina since 2018, dedicating minimal time. She is also involved with New Leaf Landscape & Nursery, Good Angel Enterprises LLC, and the YWCA Mahoning Valley, spending minimal time on each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.