NM
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Norinne Millner

24 Years of Experience
Atlanta, GA
Broker

Norinne Millner is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Atlanta, GA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

3455 Peachtree Rd Ne, Pbig - Atlanta Pw, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Norinne is a director for the Georgia Council on Economic Education and a committee member at Peachtree Road United Methodist Church, dedicating minimal time to each. She is also the treasurer for the Atlanta Estate Planning Council and a sole owner of a rental property, dedicating minimal time to each.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - Present · 13 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Suntrust Investment Services, INC.
February 2006 - October 2008 · 2 yrs 8 mos
Suntrust Investment Services, INC.Broker
January 2006 - October 2008 · 2 yrs 9 mos
At Investor Services, INC.Broker
March 2005 - January 2006 · 10 mos
Suntrust Securities, INC.
July 2002 - March 2005 · 2 yrs 8 mos
Suntrust Securities, INC.Broker
July 2000 - March 2005 · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
May 1995 - October 1997 · 2 yrs 5 mos
State Registrations13 states
ALCACTFLGAMANCNYOKSCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Norinne Millner - Financial Advisor | TrueAdvisor