EF
EF

Eve Fowler

28 Years of Experience
Fayetteville, NC
Broker

Eve Fowler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fayetteville, NC, with 28 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

2550 Ravenhill Dr, Fayetteville, NC, 28303

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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

Eve serves as an executor for two entities, J W R and SR, since 2028 and 2029 respectively. She spends minimal time on each role annually.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2004 - Present · 22 yrs
Previous Registrations
Legg Mason Wood Walker INC
December 2001 - May 2004 · 2 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
June 2000 - May 2004 · 3 yrs 11 mos
Wachovia Securities, INC.Broker
October 1997 - June 2000 · 2 yrs 8 mos
State Registrations18 states
ARAZCACOFLGAKYMDNCNYOHORPASCTNTXVAWI
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.