Overview of BofA/Merrill Advisers, 3Q 2010
Associates 3Q09 2Q10 3Q10 % chg., 2Q10-3Q10 % chg., 3Q09-3Q10 Total wealth…
| Associates | 3Q09 | 2Q10 | 3Q10 | % chg., 2Q10-3Q10 | % chg., 3Q09-3Q10 |
|---|---|---|---|---|---|
| Total wealth advisors | 16,344 | 16,577 | 16,790 | 1.28% | 2.73% |
| Total client facing professionals | 19,214 | 19,515 | 19,761 | 1.26% | 2.85% |
| *Number of financial advisors | 14,979 | 15,142 | 15,340 | 1.31% | 2.41% |
| *Financial advisory productivity1 (in thousands) | $837 | $853 | $851 | -0.23% | 1.67% |
| **Client facing professionals (U.S. Trust Metrics) | 2,201 | 2,166 | 2,178 | 0.55% | -1.04% |
| *Merrill Lynch Global Wealth Management metrics. **U.S. Trust metrics. 1Financial Advisor Productivity is defined as annualized total revenue (excluding residual net interest income) divided by the total number of financial advisors.
Source: Bank of America Corp. |
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