Matthew AdamsCRD Number: 6812008
Current Firm: Wells Fargo Advisors Financial Network, LLC
Matthew Adams (CRD# 6812008) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Yardley, PA and has over 5 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Blackrock Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wells Fargo Advisors Financial Network, LLC||Yardley, PA||Jun 2017 - Current||5|
|Gqr Global Markets||London,||Aug 2014 - May 2017||2|
|University Of St. Andrews||St. Andrews,||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2017|
Total Assets Under Management102,527MILLIONS
Total Number of Accounts222,705ACCOUNTS
Average Account Value$460,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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