RB
RB

Richard Blankenship

25 Years of Experience
Columbia, MO
Broker

Richard Blankenship is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Columbia, MO, with 25 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

1101 Club Village Dr, Columbia, MO, 65203

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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

Richard is involved with the Ronald McDonald House of Mid Missouri, a non-profit charitable organization, since 2015. He serves in an advisory role, dedicating minimal time to the organization.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - Present · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
October 2010 - April 2016 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
December 2008 - April 2016 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2002 - December 2008 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - December 2008 · 6 yrs 9 mos
Dean Witter Reynolds INC.Broker
October 1997 - July 1998 · 9 mos
Fortis Investors, INC.Broker
December 1996 - December 1997 · 1 yr
State Registrations17 states
ARCACOFLIAILKSKYMAMONCNENYRISDTXVA
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.