William Lynn Porter

CRD 2518308 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Nashville, TN

IA RegisteredBroker

Also appears in the source record as: Duke Porter

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (24): Alabama · Arkansas · California · Colorado · Florida · Georgia · Iowa · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Wisconsin
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2518308 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (12)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Nashville, TN · IA capacity

Nov 12, 2013 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Nashville, TN · BC capacity

start not retrieved → present
Raymond James & Associates, Inc.
BD capacity

Feb 13, 2013 → Nov 25, 2013
Raymond James & Associates, Inc.
IA capacity

Feb 13, 2013 → Nov 25, 2013
Morgan Keegan & Company, Inc.
BD capacity

Feb 13, 2007 → Feb 13, 2013
Morgan Keegan & Company, Inc.
IA capacity

Feb 13, 2007 → Feb 13, 2013
Amsouth Investment Management Company LLC
IA capacity

Jul 10, 2003 → Feb 20, 2007
Amsouth Investment Services, Inc.
BD capacity

Feb 14, 2000 → Feb 13, 2007
Amsouth Investment Services, Inc.
IA capacity

Feb 7, 2003 → Sep 30, 2003
Invest Financial Corporation
BD capacity

Feb 1, 1997 → Feb 14, 2000
Ameristar Capital Markets, Inc.
BD capacity

Mar 10, 1996 → Feb 1, 1997
Waddell & Reed, Inc.
BD capacity

Jul 25, 1994 → Oct 3, 1994

Source & corrections

Where this page comes from

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