Vance Alm (CRD# 7624277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sparks, NV and has 1 year of experience in the finance industry.
CRD# 4862651
Schultz Financial Group Incorporated
CRD# 6226356
Edward Jones
CRD# 6133257
Atlas Peak Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Reno, NV | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reno, NV | Aug 2022 - Current | 1 |
| University Of Nevada, Reno | Reno, NV | Aug 2010 - May 2022 | 11 |
| Renew Lending | Reno, NV | Jul 2021 - Apr 2022 | < 1 |
| Williams-sonoma | Reno, NV | Oct 2020 - Dec 2020 | < 1 |
| Target | Carson City, NV | Mar 2019 - Oct 2020 | 1 |
| Frito-lay (pepsico) | Sparks, NV | Jun 2018 - Feb 2019 | < 1 |
| Walmart | Reno, NV | Jun 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- NV
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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