EB
EB

Eric Blevins

11 Years of Experience
Fort Worth, TX
Broker

Eric Blevins is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Worth, TX, with 11 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

5128 Apache Plume Rd, Fort Worth, TX, 76109

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2025 - Present · 8 mos
Previous Registrations
Equitable Advisors, LLCBroker
July 2025 - July 2025 · 0 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2015 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
March 2004 - July 2005 · 1 yr 4 mos
State Registrations7 states
ARCOFLLANMOKTX
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.
Eric Blevins - Financial Advisor | TrueAdvisor