Levan Arness Lunsford

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

• 09/1996 → Present
  Bank Of America, N.A.
  Charlotte, NC
• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 12/2009 → Present
  Bank Of America, Na
  Atlanta, GA

Previous Registrations

• 1998-08-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Tucker, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

I*2605311, Entity Type: , Name of OBA: Rental Property 1, Address: Atlanta, Georgia, 30305, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 04/30/2021, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2930291, Entity Type, Name of OBA: Rental Property 2 Address: Hillsborough, North Carolina 27278 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 07/29/2022 No Hours: 2 Yearly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2000-12-08
• S63 Uniform Securities Agent State Law Examination
  1998-08-04