John Troutman
John Troutman is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Beaufort, SC, 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
700 Bay St, Beaufort, SC, 29902
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
April 2008Other Business Activities
John is a trustee for the Historic Beaufort Foundation and a participant in an AARP task force, dedicating minimal time to each. He also participates in a capital campaign for John Paul II Catholic School and has power of attorney for J C. T.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
State Registrations27 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.