Lara Deppe

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

• 06/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ogden, UT

Other Businesses

I*896263, Name of OBA: Richards Sign Company Address: Ogden, UT Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date:6/27/2022 No Hours: 8 Weekly No Hours during trading: 0 Duties: Richards Sign Company is a local business in Ogden UT which prints signs, banners, vinyl etc. I will be providing Richards Sign Company with printed products (t-shirts, tea towels etc.) to be sold on consignment at the brick and mortar location. I*4650287 Entity Type: For Profit Name of OBA: EMS Concessions LLC Address: Pleasant View, Utah, 84414 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/02/2026 Number of Hours: 15, Weekly Number of Hours during trading: 0 Duties: Food truck Ownership and sales

Exams

• S66 Uniform Combined State Law Examination
  2014-02-17