JC
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John Clinger

25 Years of Experience
Fort Myers, FL
1 DisclosureBroker

John Clinger is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Fort Myers, FL, 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

13250 University Center Blvd, Fort Myers, FL, 33907

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Settled
Other Business Activities

John is involved with several non-profit and charitable organizations, including United Way of Lee County, Children's Advocacy Center, and Fort Myers Youth Baseball and Softball. He also serves as a trustee for multiple trusts and is a general partner/managing member of Clinger LLC, and a board member for QALICB Board - HCFB Holding Company.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - Present · 25 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - Present · 25 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - Present · 25 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.