Korey Karavanich, financial advisor Chandler AZ

Korey Karavanich

CRD Number: 7096389
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Korey Karavanich (CRD# 7096389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Chandler, AZ Oct 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Apr 2019 - Current 5
Unemployed Chandler, AZ Apr 2017 - Apr 2019 2
Hyatt Royal Palms Resort And SPA Phoenix, AZ Aug 2013 - Apr 2017 3
Destination Hotel Royal Palms Resort And SPA Phoenix, AZ Aug 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Korey Karavanich
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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