Milko DamjanovicCRD Number: 6238426
Current Firm: Vanguard Advisers, Inc.
Milko Damjanovic (CRD# 6238426) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|The Vanguard Group, Inc.||Scottsdale, AZ||Nov 2020 - Current||1|
|Homesmart International, LLC||Scottsdale, AZ||May 2020 - Current||1|
|Bbva Securities Inc.||Phoenix, AZ||Sep 2019 - Nov 2020||1|
|Bbva Usa||Birmingham, AL||Sep 2019 - Nov 2020||1|
|Bbva Insurance Agency Inc.||Austin, TX||Sep 2019 - Nov 2020||1|
|Bbva Wealth Solutions Inc.||Phoenix, AZ||Sep 2019 - Nov 2020||1|
|Westusa Realty||Scottsdale, AZ||May 2013 - Sep 2019||6|
|Bancwest Investment Services||Tempe, AZ||Jul 2019 - Jul 2019||< 1|
|Bank Of The West||Tempe, AZ||Jul 2019 - Jul 2019||< 1|
|Oneaz Credit Union||Phoenix, AZ||Jul 2018 - Feb 2019||< 1|
|Lpl Financial LLC||Phoenix, AZ||Jul 2018 - Feb 2019||< 1|
|John Hancock||Tempe, AZ||Mar 2018 - Apr 2018||< 1|
|John Hancock Funds, LLC||Boston, MA||Mar 2018 - Apr 2018||< 1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Aug 2013 - Aug 2016||3|
|Usaa||Phoenix, AZ||Jan 2013 - Apr 2013||< 1|
|Unemployed||Phoenix, AZ||Aug 2012 - Jan 2013||< 1|
|Wells Fargo||Clearwater, FL||Jan 2012 - Aug 2012||< 1|
|Bank Of America||Phoenix, AZ||Oct 2009 - Jan 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- 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
- 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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