Tonya L Lore
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Bank of America N.A.Sep 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to now
- Raymond James Financial Services Advisors, Inc.Feb 2021 to Sep 2023
- Raymond James Financial Services, Inc.Jan 2021 to Sep 2023
- Caliber Wealth Management, LLCJan 2021 to Aug 2023
- UnemployedApr 2020 to Jan 2021
- Bcwm, LLCJan 2020 to Apr 2020
- UnemployedSep 2019 to Jan 2020
- Ivy Distributor, IncMar 2018 to Aug 2019
- Waddell & Reed, IncMar 2018 to Aug 2019
- American Century InvestmentsNov 2004 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4877968
- Firm CRD
- 7691