Allan Tentler
Allan Tentler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Diego, CA, 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
11811 Bernardo Plaza Ct, San Diego, CA, 92128
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Regulatory History (2)
Regulatory
November 2021Regulatory
March 2013Other Business Activities
Allan owns rental property since 2017. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Accelerated Capital GroupBroker
Jrl Capital CorporationBroker
Jrl Capital Advisors LLC
Western Financial Advisors
Wfp SecuritiesBroker
National Planning CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations31 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.