Patrick WillifordCRD Number: 7110367
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick Williford (CRD# 7110367) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 3 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Bank Of America, N.a.||Raleigh, NC||May 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Raleigh, NC||Apr 2019 - Current||3|
|Unemployed||Columbia, SC||Mar 2019 - Apr 2019||< 1|
|Pure Fishing||Columbia, SC||Jun 2016 - Mar 2019||2|
|Unemployed||Clemson, SC||May 2016 - Jun 2016||< 1|
|Clemson University||Clemson, SC||Aug 2015 - Apr 2016||< 1|
|Scott Insurance||Greensboro, NC||Jun 2015 - Aug 2015||< 1|
|Big Rock Sports||Graham, NC||Jun 2015 - Jul 2015||< 1|
|Clemson University||Clemson, SC||Aug 2014 - May 2015||< 1|
|Oxford University-magdalen College||Oxford,||May 2014 - Aug 2014||< 1|
|Clemson University||Clemson, SC||Aug 2013 - May 2014||< 1|
|Williford Insurance Group||Greensboro, NC||May 2013 - Aug 2013||< 1|
|Clemson University||Clemson, SC||Aug 2012 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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