Dyanna Cocchi (CRD# 2889662) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellingham, WA and has over 26 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Bellingham, WA | Dec 2022 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellingham, WA | Jul 2020 - Current | 3 |
Freedom Boat Cluub | Anacortes, WA | Jun 2020 - Jul 2020 | < 1 |
Unemployed | Sedro Woolley, WA | Jul 2019 - Jun 2020 | < 1 |
Mcilrath & Eck | Sedro Woolley, WA | Apr 2019 - Jul 2019 | < 1 |
Unemployed | Sedro Woolley, WA | Dec 2018 - Apr 2019 | < 1 |
Robert W. Baird & Company Incorporated | Mt Vernon, WA | Nov 2014 - Dec 2018 | 4 |
Mcadams Wright Ragen | Mount Vernon, WA | Nov 2010 - Dec 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1997 |
S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- TX
- WA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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