Courtney Phelps, financial advisor Bryan TX

Courtney Phelps

CRD Number: 6317562
Current Firm: Wells Fargo Advisors Financial Network, LLC

Courtney Phelps (CRD# 6317562) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bryan, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Bryan, TX Aug 2022 - Current 1
Wells Fargo Clearing Services, LLC San Antonio, TX Nov 2016 - Aug 2022 5
Wells Fargo Advisors, LLC San Antonio, TX Mar 2013 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Courtney N. Phelps
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
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, WY

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