Emilie Gay, financial advisor Appleton WI
88 score

Emilie Gay

CRD Number: 6401846
Current Firm: Wells Fargo Advisors, LLC

Emilie Gay (CRD# 6401846) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Appleton, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Appleton, WI Sep 2014 - Current 2
Wells Fargo Bank, Na Appleton, WI Mar 2013 - Current 3
The Buckle Appleton, WI Nov 2013 - Jan 2014 < 1
The Buckle Appleton, WI Aug 2010 - Mar 2013 2
Beehive Waxing Salon Carlsbad, CA Mar 2009 - Aug 2010 1
The Buckle Appleton, WI Nov 2007 - Jan 2009 1
Clintonville Municiple Swimming Pool Clintonville, WI May 2007 - Aug 2008 1
Chs Rec Center Clintonville, WI Feb 2007 - Jun 2008 1
Clintonville High School Clintonville, WI Sep 2004 - Jun 2008 3
Clintonville Riverside Golf Course Clintonville, WI Mar 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Emilie A. Gay
Phone Number: 314-875-3000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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