Gary Clawson (CRD# 5859367) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toms River, NJ and has over 13 years of experience in the finance industry.
CRD# 4232357
Lpl Financial LLC
CRD# 5636141
Equitable Advisors, LLC
CRD# 3120758
Columbia Management Investment Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Toms River, NJ | May 2011 - Current | 13 |
| Merrill Lynch | Toms River, NJ | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- NJ
-
Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
-
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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