Elizabeth Anderson
Elizabeth Anderson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Asheville, NC, with 8 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
892 Merrimon Ave, Asheville, NC, 28804
Get directionsHistory
Regulatory History (1)
Financial
October 2023Other Business ActivitiesSells Insurance
Elizabeth works as a Financial Services Officer for State Employees' Credit Union, dedicating nearly all of her time to this role. She is also an agent for SECU Life Insurance Company and a Trust Rep for Members Trust Company, dedicating minimal time to the latter. Additionally, Elizabeth is an independent distributor for Herbalife, spending a few hours per week helping clients with nutrition and selling health products.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations8 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.