Loren D Van tilburg
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- Bank of AmericaMay 2025 to Jun 2026
- FedexFeb 2025 to May 2025
- Pfs Investments Inc.Jul 2024 to Jul 2025
- 24 Hour FitnessMay 2024 to Oct 2024
- Primerica Financial ServicesFeb 2024 to Jul 2025
- Vantilly DetaillerOct 2023 to Mar 2025
- FedexJul 2023 to Oct 2023
- University of La VerneAug 2022 to May 2023
- Farmer BoysJul 2021 to Jun 2023
- Service First MerchandiseMay 2020 to Dec 2023
- Ruben S. Ayala High SchoolMay 2018 to May 2022
- Ontario ChristianJul 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7937864
- Firm CRD
- 7691