I know this is probably old
Jun 30, 2005 6:31 am
But what is the deal about Merrill calling accts less than 100,000 "welfare accounts" or charity cases? Any kind of truth to that?
Jun 30, 2005 3:20 pm
They have transferred them all to call centers… You be the judge!
Jun 30, 2005 4:16 pm
At Jones a person w/100k acct is considered GREEN and very wealthy
Jun 30, 2005 9:52 pm
So how large does an acct have to be to actually work with an FA?
Jun 30, 2005 11:35 pm
Probably over 100k
Jul 2, 2005 5:18 am
All accounts are at the advisors discretion on whether or not to move them to the call center.
Jul 2, 2005 4:26 pm
JoeJones107- Not true, depends on the broker whether they are green or not. Merrill Call center accounts are fish in the barrel…
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