Vimal BisariaCRD Number: 6542468
Current Firm: Edward Jones
Vimal Bisaria (CRD# 6542468) is an Investment Advisor Representative working at Edward Jones in Morrisville, NC and has over 5 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Edward Jones||St Louis, MO||Jun 2016 - Current||5|
|Unemployed||Raleigh, NC||Oct 2015 - May 2016||< 1|
|Credit Suisse (adecco)||Durham (rtp), NC||Aug 2015 - Sep 2015||< 1|
|Unemployed||Raleigh, NC||Dec 2013 - Jul 2015||1|
|Scotiabank||Toronto, Ontario,||Jun 2011 - Nov 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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