Calvin
Vanness
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Calvin Vanness is a financial advisor based in Chandler, Arizona, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Calvin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Millennium High School, Palm Valley Golf Club, Krisher Construction, The University Of Arizona, Dicks Sporting Goods, Taylor Made Golf Co, and Bank Of America, N.A. Calvin has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Calvin is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Chandler, Arizona. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Calvin Vanness Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Taylor Made Golf Co
The University Of Arizona
Krisher Construction
The University Of Arizona
Dicks Sporting Goods
Palm Valley Golf Club
Millennium High School
Disclosures
Please visit the SEC profile of Calvin Vanness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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