Derek Vadnais (CRD# 6174853) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 6 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Lincoln, RI | Aug 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | May 2017 - Current | 6 |
| 1924 Prime | High Point, NC | Jan 2017 - May 2017 | < 1 |
| High Point University | High Point, NC | Aug 2016 - May 2017 | < 1 |
| Northwestern Mutual | Providence, RI | May 2016 - Jan 2017 | < 1 |
| High Point University | High Point, NC | Aug 2015 - May 2016 | < 1 |
| Grist Mill Pool And Tennis Club | Seekonk, MA | May 2015 - Jun 2015 | < 1 |
| High Point University | High Point, NC | Aug 2014 - May 2015 | < 1 |
| World Gym | Seekonk, MA | May 2014 - Aug 2014 | < 1 |
| High Point University | High Point, NC | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- RI
- TX
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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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