James Fuller
James Fuller is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bristol, TN, with 26 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
500 State St, Bristol, TN, 37620
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Regulatory History (1)
Criminal
April 1986Other Business Activities
James is the owner of Honey Baked Ham Company, where he holds the title of Retail Vice-President but provides support to his wife who runs the business. He also serves as an Advisory Board Member for CASA of Northeast Tennessee, dedicating minimal time to fundraising and board support.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.