TI
TI

Tamila Ingle

23 Years of Experience
Lake Jackson, TX
Broker

Tamila Ingle is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lake Jackson, TX, with 23 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.

Loading...

Location

210 Lake Rd, Lake Jackson, TX, 77566

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - Present · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2015 - March 2017 · 2 yrs 1 mo
UBS Financial Services INC.
February 2015 - March 2017 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - February 2015 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - February 2015 · 7 yrs 6 mos
A. G. Edwards & Sons, INC.
August 2006 - September 2007 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
August 2006 - September 2007 · 1 yr 1 mo
CUNA Brokerage Services, INC.
April 2006 - August 2006 · 4 mos
CUNA Brokerage Services, INC.Broker
July 2002 - August 2006 · 4 yrs 1 mo
State Registrations35 states
ALARAZCACOFLGAILINKSKYLAMAMDMIMNMOMSNCNENMNVNYOHOKORPASCSDTNTXUTVAWAWY
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.
Tamila Ingle - Financial Advisor | TrueAdvisor