Teena Bourque
Teena Bourque is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Portland, ME, with 27 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
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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
1 Monument Sq, Portland, ME, 04101
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Regulatory History (1)
Customer Dispute
February 2024Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Tucker Anthony IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations32 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.