Timothy Ludlum
Timothy Ludlum is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Ogden, UT, with 11 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
2380 Washington Blvd, Ogden, UT, 84401
Get directionsHistory
Regulatory History (3)
Financial
June 2018Financial
May 2018Financial
January 2018Other Business Activities
Timothy works as a subcontractor for Executive Adventures, LLC, guiding big-game hunts a few days each fall. He also owns a small landscape maintenance business and volunteers on the boards of the Wolf Creek Foundation and Weber State University, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations34 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.