Leilani Walker

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

• 02/2019 → 06/2021
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 03/2018 → 01/2019
  Hodges Mazda
  Jacksonville, FL
• 09/2017 → 02/2018
  Autonation Ford
  Jacksonville, FL
• 07/2013 → 08/2017
  Unemployed
  Jacksonville, FL
• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ponte Vedra, FL

Previous Registrations

• 2020-08-19 → 2021-07-07
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-07-24
• S63 Uniform Securities Agent State Law Examination
  2019-05-13

Other Names

• Leilani Courtney Walker
• Leilani Courtney Yuque
• Leilani Yuque