Dustin HumrichCRD Number: 6807632
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Dustin Humrich (CRD# 6807632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Sta Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Sep 2020 - Current||< 1|
|Vipkid||Fort Mill, SC||Sep 2019 - Aug 2020||< 1|
|The Vanguard Group, Inc.||Charlotte, NC||Jun 2017 - Aug 2020||3|
|Diversify, Inc.||Sandy, UT||Jan 2016 - May 2017||1|
|Utah Valley University||Orem, UT||Aug 2015 - Apr 2017||1|
|Mountian America Credit Union||Salt Lake City, UT||Nov 2014 - Jan 2016||1|
|Salt Lake Community College||Salt Lake City, UT||Jan 2013 - Jul 2015||2|
|Wells Fargo||Salt Lake City, UT||Sep 2012 - Nov 2014||2|
|Texas De Brazil||Salt Lake City, UT||Mar 2012 - Nov 2012||< 1|
|Lds Business College||Salt Lake City, UT||Sep 2010 - Sep 2012||2|
|Tucanos Brazilian Grill||Salt Lake City, UT||Jan 2011 - Mar 2012||1|
|Home Depot||Cottonwood Heights, UT||May 2011 - Jun 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2017|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.