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Nov 17, 2008 8:39 pm

I am a new trainee and just got my licenses appointed. Haven’t got even one of my own clients yet.



In this article:



http://registeredrep.com/advisorland/career/merrill_fas_sign1114/



It mentions "On average, Merrill reports that its advisors produce $767,000 in revenue a year."



Does that mean Merrill has 767k income or it has 767k new money under management?



rep

Nov 17, 2008 8:47 pm

Nov 17, 2008 9:06 pm

It means, that on average, Merrill advisors must pay Merrill Lynch $767,000 a year for office space, phones, leads, licensing to clients, etc…  It’s really never ending.

  It is direct revenue to Merrill Lynch from the advisors.   See section 102.4.5-AB in their annual report.  You'll find the corresponding line item of revenue gained from advisors.
Nov 17, 2008 9:23 pm

Snaggle,

Get your facts straight. It is Section I sub DIO sec T. We expect better from you.

Nov 17, 2008 10:46 pm

He needs to put the words “than me” at the end of his tagline.

   
Nov 17, 2008 11:12 pm

[quote=Spaceman Spiff]He needs to put the words “than me” at the end of his tagline.

   [/quote]   Yeah, I hope he doesn't actually say that to real people or put it as his tagline in emails.  I wonder if when he "sharpens his saw", he might actually slice his clients' portfolios?
Nov 18, 2008 12:36 am

Revenues that exceed expenses means Obama’s gonna getcha!

 
Nov 18, 2008 12:54 am

Rep, a better tagline might be "Sharpening my knife so I can stab you repeatedly  with my knowledge"

Nov 18, 2008 1:13 am

[quote=rep]I am a new trainee and just got my licenses appointed. Haven’t got even one of my own clients yet.



In this article:



http://registeredrep.com/advisorland/career/merrill_fas_sign1114/



It mentions "On average, Merrill reports that its advisors produce $767,000 in revenue a year."



Does that mean Merrill has 767k income or it has 767k new money under management?



rep[/quote]


What did you do with all the money?

Nov 18, 2008 4:20 am

Hey, Putsy. How are you tonight, besides old, bored and stupid?

Nov 18, 2008 2:48 pm

Where is a public accessible web page to get the annual report?



Thanks and sorry for another rookie question.



Rep

Nov 18, 2008 3:15 pm
rep:

Where is a public accessible web page to get the annual report? Rep

  You can get just about anything on eBay.
Nov 18, 2008 6:28 pm

Rep, I’m going to take a chance that this is a legitimate question and answer it for you.  It is gross income to the firm.  That much in new assets wouldn’t even keep their lights on. 

  For example, $767,000 in assets in a a fee account at 1% produces annual gross revenue of $7,670.  That's not what the broker makes, but what the firm makes.  Then the revenue goes into a grid and figure the individual advisor will gross 35-40% before taxes and his expenses or $3,068 (40%) in a year.   You better start gathering assets, it takes a lot for you to be able to eat.
Nov 18, 2008 7:24 pm

rep,

the answer to your question is the average rep generates 767k in revenue for ML.  Of that the broker will receive approx 40-50% based on they type of business (fee vs. transactional) and pay grid the broker is in.