LB
LB

Laquela Barnett

10 Years of Experience
Nashville, TN
Broker

Laquela Barnett is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Nashville, TN, with 10 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

222 2nd Ave S, Nashville, TN, 37201

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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

Laquela is an independent consultant with Rodan & Fields (skincare) since 2015, purchasing products at a discount for personal use. She is also involved in direct sales with Pruvitnow and Beautycounter, dedicating minimal time outside of business hours. Laquela's husband owns MAC Design and Development, but she has no active role in the business.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2020 - Present · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Morgan Stanley
July 2015 - March 2019 · 3 yrs 8 mos
Morgan StanleyBroker
October 2014 - March 2019 · 4 yrs 5 mos
State Registrations24 states
ALAZCACODCFLGAILINKYLAMAMDMONCNJNYOHSCTNTXVAVirgin IslandsWA
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.