Joelle Walker
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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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
10 years in the industry.
- Bank of America, N.A.Mar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to now
- Digital Intelligence Systems LLCJul 2021 to Dec 2022
- Wells Fargo Clearing Services LLCJul 2021 to Dec 2022
- Mid-america Apartment CommunitiesJul 2020 to Jul 2021
- GreystarJun 2019 to Jul 2020
- Peak CampusApr 2018 to Jun 2019
- UnemployedJan 2018 to Mar 2018
- Pierce Education PropertiesOct 2017 to Dec 2017
- UnemployedAug 2017 to Oct 2017
- Collier Companies/ Peak CampusMar 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7423092
- Firm CRD
- 7691