Vishwanath Rao (CRD# 7338471) is an Investment Advisor Representative working at Finco Advisory LLC in Townsend, DE and has over 4 years of experience in the finance industry.
CRD# 4637991
Citizens Securities, Inc.
CRD# 2333177
Osaic Wealth, Inc.
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Finco Advisory LLC | Townsend, DE | Sep 2022 - Current | 1 |
| Amazon Web Services | Seattle, WA | Sep 2021 - Current | 2 |
| Finco Advisory LLC | Townsend, DE | Jul 2020 - Current | 3 |
| Unemployed | Townsend, DE | Jul 2020 - Sep 2021 | 1 |
| Hcl Technologies Americas | Bridgewater, NJ | Dec 2016 - Jul 2020 | 3 |
| Accenture Plc | Florham Park, NJ | May 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- DE
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$962,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE
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