Keith Courser
Keith Courser is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Tucson, AZ, with 5 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
3500 E Sunrise Dr, Tucson, AZ, 85718
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Regulatory History (1)
Criminal
February 2009Other Business Activities
Keith owns Choice Connections LLC, aiming to sell clothing, dedicating a few hours per week. He also owns Discount Rides, spending minimal time on it.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations11 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.