Patricia Easley
CRD Number: 5544990Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patricia Easley (CRD# 5544990) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chicago, IL | May 2019 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Sep 2017 - Current | 6 |
| Educational Testing Service | Chicago, IL | May 2016 - Current | 8 |
| Midwestern Career College | Chicago, IL | May 2017 - Aug 2017 | < 1 |
| University Of Illinois At Chicago | Chicago, IL | Aug 2013 - May 2017 | 3 |
| International School Of Dakar | Dakar, | Jul 2016 - Dec 2016 | < 1 |
| Laurate Education | Chicago, IL | Sep 2015 - Sep 2016 | 1 |
| Unemployed | Chicago, IL | Apr 2016 - Jul 2016 | < 1 |
| Iqra Bilingual Academy | Dakar Senegal, | Feb 2016 - Apr 2016 | < 1 |
| Unemployed | Chicago, IL | Dec 2015 - Feb 2016 | < 1 |
| Kendall College | Chicago, IL | Sep 2015 - Dec 2015 | < 1 |
| Chicago Westside Naacp | Chicago, IL | May 2015 - Sep 2015 | < 1 |
| Computer Systems Institute | Chicago, IL | Dec 2014 - May 2015 | < 1 |
| Unemployed | Chicago, IL | Feb 2014 - Dec 2014 | < 1 |
| Charles Houston Alternative Charter High School | Chicago, IL | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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