Joseph DewhartCRD Number: 5533815
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joseph Dewhart (CRD# 5533815) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 8 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
Hill Investment Group
|Bank Of America, N.a.||Houston, TX||Apr 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Apr 2015 - Current||1|
|Bbva Securities Inc.||Houston, TX||Sep 2014 - Apr 2015||< 1|
|Bbva Wealth Solutions Inc.||Houston, TX||Sep 2014 - Apr 2015||< 1|
|Compass Bank||Houston, TX||Aug 2014 - Apr 2015||< 1|
|Farmers Financial Solutions, LLC||Houston, TX||Apr 2014 - Aug 2014||< 1|
|Farmers Insurance||Houston, TX||Feb 2014 - Aug 2014||< 1|
|Bbva Securities Inc.||Houston, TX||May 2013 - Feb 2014||< 1|
|Compass Bank||Houston, TX||Feb 2013 - Feb 2014||1|
|Bbva Compass Investment Solutions, Inc.||Houston, TX||Apr 2013 - May 2013||< 1|
|J.p. Morgan Securities LLC||Austin, TX||Oct 2012 - Feb 2013||< 1|
|Chase Investment Services Corp||Austin, TX||Jun 2012 - Oct 2012||< 1|
|Swbc Investment Services LLC||San Antonio, TX||Jan 2011 - Jun 2012||1|
|Swbc Investment Co,||San Antonio, TX||Jan 2011 - Jun 2012||1|
|Edward Jones Investments||Houston, TX||Jan 2010 - Jan 2011||1|
|Walgreens Co||Houston, TX||Jan 2009 - Jan 2010||1|
|Wamu Investment Inc.||Houston, TX||Jun 2008 - Jan 2010||1|
|Wamu Bank||Houston, TX||Jan 2007 - Jan 2010||3|
|Bank Of America||Houston, TX||Apr 2006 - Feb 2007||< 1|
|University Of Phoenix||Phoenix, AZ||Aug 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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
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