Latoya Martin
Latoya Martin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Dallas, TX, with 17 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
901 Main St, Central Business Review Unit, Dallas, TX, 75202
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Regulatory History (9)
Financial
November 2019Financial
February 2019Financial
December 2017Financial
October 2017Financial
April 2017Financial
March 2017Financial
January 2017Financial
December 2016Financial
November 2016Other Business Activities
Latoya owns Gospelnista, a blogging sole proprietorship, since 2010, dedicating minimal time. She also owns Tasty's Barbecue & Turkey Leg Connection, LLC (now closed), and LM, a parenting and tech blog/website, dedicating a few hours per week to each, and performs freelance web design work for LM, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
H.D. Vest Investment ServicesBroker
State Registrations50 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.