Areas of Practice
Retirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24630 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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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.

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Other Business Activities

Aairiona is a general partner/managing member of Carnation Investments LLC, involved in purchasing investment real estate and managing rental properties, dedicating a few hours per week. She also manages an Amazon drop shipping store.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - Present · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2022 - Present · 4 yrs 1 mo
State Registrations32 states
ALARAZCACODCDEFLGAILINKSKYLAMAMDMEMOMSMTNCNJNYOHOKPASCTNTXVAVirgin IslandsWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.