Alicia Mae Courville

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 05/2026 → Present
  Bank Of America, N.A.
  Baton Rouge, LA

Previous Registrations

• 2006-12-13 → 2015-06-29
  Ubs Financial Services Inc.
  Baton Rouge, LA
  Lafayette, LA
• 2003-02-19 → 2006-12-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lafayette, LA
  Lafayette, LA

Other Businesses

MIMI'S CLOSET / 1918 HWY 1252 CARENCRO LA 70520 / SOLE PROPRIETORSHIP / RETAILERS (APPAREL, FOOD, GENERAL) / ART'S AND CRAFTS / SOLE PROPRIETORSHIP / OWNER / START DATE 08/31/2011.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-03
• S63 Uniform Securities Agent State Law Examination
  1998-04-29