Christopher Ekstrom
Christopher Ekstrom is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Jacksonville, FL, with 14 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
9000 Southside Blvd, Global Human Resources- the Academy, Jacksonville, FL, 32256
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Regulatory History (1)
Financial
March 2019Other Business Activities
Christopher is a general partner/managing member of Lil & Clem Sales, LLC, assisting his wife with bill pay responsibilities. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Keefe, Bruyette & Woods, INC.Broker
Vining SparksBroker
State Registrations53 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.