Patrick Williford, financial advisor Raleigh NC

Patrick Williford

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Patrick H. Williford
Phone Number: 800-637-7455
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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