Andrea Franklin
Andrea Franklin is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in North Bethesda, MD, with 18 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
11810 Grand Park Ave, North Bethesda, MD, 20852
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Regulatory History
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.
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Andrea is a part-time distributor for SeneGence, a make-up and skin care company, dedicating about 10-20% of her time to selling products. She also assists with her husband's woodworking sole proprietorship, Franklin Woodworks, spending about 10-20% of her time on accounting, craft shows, and social media.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
National Planning CorporationBroker
State Registrations40 states
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