Vincent Dhliwayo, financial advisor Clackamas OR
90 score

Vincent Dhliwayo

CRD Number: 6091872
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vincent Dhliwayo (CRD# 6091872) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clackamas, OR 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 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Apr 2013 - Current 3
Wells Fargo Phoenix, AZ Nov 2012 - Apr 2013 < 1
Edward Jones Tempe, AZ Jun 2012 - Nov 2012 < 1
Wells Fargo Portland, OR Jun 2011 - Jun 2012 1
Merchant Services Direct Portland, OR Feb 2011 - Jun 2011 < 1
Xerox Acs Portland, OR Jan 2011 - Jun 2011 < 1
Dickinson State University Dickinson, ND Jun 2010 - Dec 2010 < 1
Natural Resources Conservation Service Bismarck, ND Jun 2010 - Aug 2010 < 1
Farmers Insurance Bismarck, ND May 2010 - Aug 2010 < 1
Baker Boy Dickinson, ND Jun 2008 - Jun 2010 2
Dickinson State University Dickinson, ND Jan 2008 - Jun 2008 < 1
Luxury Leathers Zimbabwe Harare, Dec 2006 - Dec 2007 1
Watershed College/ High School Marondera, Jan 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Vincent Dhliwayo
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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