Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $43,584,664,719 in 20,198 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management43,585MILLION
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Total Number of Accounts20,198ACCOUNTS
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Average Account Value$2,157,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
Andrea Gooch (CRD# 6383451) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Salt Lake City, UT and has over 2 years of experience in the finance industry.
Wendy Grall (CRD# 5749836) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has over 14 years of experience in the finance industry.
Mary Grindland (CRD# 1491075) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 19 years of experience in the finance industry.
Mary Harris (CRD# 4634194) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Saint Louis, MO and has over 4 years of experience in the finance industry.
Michael Harris (CRD# 7468236) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.
Brian Heath (CRD# 7471590) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.
Ryan Hill (CRD# 7470579) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has 1 year of experience in the finance industry.
Matthew Hollands (CRD# 5564084) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Portland, OR and has over 12 years of experience in the finance industry.
Lois Joha (CRD# 1562957) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has over 22 years of experience in the finance industry.
Jeremiah John (CRD# 3270460) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.