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Jun 30, 2005 6:31 am

radernation-1

Joined: 2005-06-08Offline
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

exEJIR

Joined: 2005-05-12Offline

They have transferred them all to call centers…  You be the judge!

Jun 30, 2005 4:16 pm

anonymous

Joined: 2005-09-29Offline

At Jones a person w/100k acct is considered GREEN and very wealthy

Jun 30, 2005 9:52 pm

giff74

Joined: 2005-06-30Offline

So how large does an acct have to be to actually work with an FA?

Jun 30, 2005 11:35 pm

brokerbob

Joined: 2005-06-30Offline

Probably over 100k

Jul 2, 2005 5:18 am

sienna

Joined: 2005-06-14Offline

All accounts are at the advisors discretion on whether or not to move them to the call center.

Jul 2, 2005 4:26 pm

noggin

Joined: 2004-11-30Offline

JoeJones107- Not true, depends on the broker whether they are green or not. Merrill Call center accounts are fish in the barrel…