William Porter
William Porter is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Nashville, TN, with 30 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
222 2nd Ave S, Nashville, TN, 37201
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
February 2009Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
Waddell & Reed, 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.