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Marla Salinas

17 Years of Experience
Mcallen, TX
Broker

Marla Salinas is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mcallen, 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
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.

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Location

200 S 10th St, Mcallen, TX, 78501

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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.

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Other Business Activities

Marla is a member of Patriot Touchdown Club LLC since 2016, but the entity was not utilized and is in the process of being dissolved. She spends no time on this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - Present · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2014 - September 2014 · 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2014 · 1 yr 11 mos
Chase Investment Services CORP.Broker
December 2008 - October 2012 · 3 yrs 10 mos
State Registrations15 states
AZCACOCTDEFLMNNCNEPASCSDTNTXWY
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.
Marla Salinas - Financial Advisor | TrueAdvisor