Vita Sechrest, financial advisor Walnut Creek CA

Vita Sechrest

CRD Number: 6752341
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vita Sechrest (CRD# 6752341) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Walnut Creek, CA and has over 2 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor Walnut Creek CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Walnut Creek CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Mark Greenberg, financial advisor Walnut Creek CA
Mark A. Greenberg
CRD# 1245314
Wealth & Tax Planners
Company Name Location Dates Years
Bank Of America, N.a. Walnut Creek, CA Aug 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek, CA Jul 2018 - Current 3
Unemployed San Francisco, CA Apr 2018 - Jul 2018 < 1
Merill Lynch Pierce Fenner & Smith Chicago, IL Feb 2017 - Apr 2018 1
University Of Notre Dame Chicago, IL Jan 2017 - Dec 2017 < 1
University Of Notre Dame South Bend, IN Jan 2010 - Dec 2017 7
Unemployed San Francisco, CA Nov 2016 - Dec 2016 < 1
Gap Inc. San Francisco, CA Mar 2014 - Nov 2016 2
Unemployed Walnut Creek, CA Aug 2014 - Nov 2014 < 1
Nordstrom Walnut Creek, CA Nov 2013 - Mar 2014 < 1
Nordstrom Walnut Creek, CA Jun 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Vita M. Sechrest
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.