Natalia Avila (CRD# 6761906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has over 6 years of experience in the finance industry.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 2170883
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Lancaster, CA | May 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster, CA | Feb 2017 - Current | 7 |
| American Homes 4 Rent | Agoura Hills, CA | May 2015 - Feb 2017 | 1 |
| University Of California | Los Angeles, CA | Jun 2013 - Jun 2015 | 2 |
| California National Guard | Van Nuys, CA | Oct 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CA
- 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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