Aimee Waters Barnes

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

• 06/2016 → 04/2018
  Lpl Financial
  Birmingham, AL
• 04/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 02/2016 → 04/2018
  Fi Plan Partners
  Birmingham, AL
• 06/2018 → Present
  Bank Of America, N.A.
  Birmingham, AL

Previous Registrations

• 2016-06-30 → 2018-04-11
  Lpl Financial Llc
  Birmingham, AL

Other Businesses

I*1363265, Entity Type: Entity For Profit, Name of OBA: BNI, Address: Hunstville,,AL 35813, Investment Related: No, Position, Title, Association: Treasurer, Board Member, Employee State Date: 01/01/2023, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties: I will meet with the chapter once a week, and then individually with members for one to one meetings once or twice a week. This is a professional networking group. Each chapter permits one profession per seat. We seek to grow our businesses thru networking. I*1205275 Entity Type: Entity Charitable Name of OBA: Shelby County Schools Education Foundation Address: Alabaster, Alabama, 35007 Investment Related: No Position, Title, Association: Board Member,Other Employee Start Date: 03/09/2023 Number of Hours: 3, Weekly Number of Hours during trading: 2, Weekly Duties: The Education Foundation raises funds to to support Shelby County Schools by way of Grant Giving, and supporting additional resources for teachers. From the website: "The Foundation is comprised of leaders, parents, and educators from throughout Shelby County. Our Board of Directors meets bi-monthly to review, plan, and implement new initiatives and best practices geared toward helping each and every one of our 32 schools. " Vice President. Assist in Fundraising, Planning Outreach and Fundraising Events.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30

Other Names

• Aimee Muriel Waters
• Aimee Waters Barnes
• Aimee Barnes