Carina Borkon
Carina Borkon is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Orlando, FL, with 13 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
4705 S Apopka Vineland Rd, Orlando, FL, 32819
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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.
Learn about disclosures →Other Business Activities
Carina is involved with several non-profit organizations, including Trinity Preparatory School (both the Alumni Advisory Board and Board of Trustees), The Jewish Pavilion, and the Women's Executive Council. Her activities include alumni engagement, supporting elder care residents, and fundraising for women's scholarships, dedicating a few hours per week to these endeavors.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations35 states
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