Franco Fullana
Franco Fullana is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Guaynabo, PR, 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
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
15 2nd St / 15 Calle 2, Guaynabo, PR, 00968
Get directionsHistory
Regulatory History (7)
Customer Dispute
August 2019Customer Dispute
April 2019Customer Dispute
February 2018Customer Dispute
November 2017Customer Dispute
October 2015Customer Dispute
September 2014Customer Dispute
September 2014Other Business Activities
Franco owns Fullmed Investments LLC, a non-operating investment company for estate planning purposes, dedicating minimal time. He also owns 50% of L & F Service Station and is involved in Finca La Jaguas, a family agriculture business/cattle farm, and the Fullana Ramirez Trust, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Santander Securities
Santander SecuritiesBroker
State Registrations25 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.