Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
24628 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

The Program fee is based on the totality of the services and is negotiable depending on a number of factors.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

222 2nd Ave S, Nashville, TN, 37201

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aairiona is a general partner/managing member of Carnation Investments LLC, involved in purchasing investment real estate and managing rental properties, dedicating a few hours per week. She also manages an Amazon drop shipping store.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - Present · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 2022 - Present · 4 yrs
State Registrations32 states
ALARAZCACODCDEFLGAILINKSKYLAMAMDMEMOMSMTNCNJNYOHOKPASCTNTXVAVirgin IslandsWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.