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
Bradley Kearns (CRD# 6889531) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.
Lauren Klaiber (CRD# 7464477) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Beaufort, SC and has 1 year of experience in the finance industry.
Max Lazard (CRD# 1241338) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Orlando, FL and has over 2 years of experience in the finance industry.
Joshua Lindsteadt (CRD# 5675958) 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.
David Lipsey (CRD# 4661418) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Los Angeles, CA and has over 20 years of experience in the finance industry.
Lorely Machin (CRD# 2522044) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Paramus, NJ and has over 28 years of experience in the finance industry.
Lincoln Maurer (CRD# 7662651) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
Edward McKeever (CRD# 5832716) 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.
Daniel Meehan (CRD# 2780908) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Saint Louis, MO and has over 27 years of experience in the finance industry.
Christopher Moore (CRD# 2403470) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 30 years of experience in the finance industry.