Rebecca Tegerdal, financial advisor Carmel CA
93 score

Rebecca Tegerdal

CRD Number: 3186138
Current Firm: Wells Fargo Advisors, LLC

Rebecca Tegerdal (CRD# 3186138) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Carmel, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Pasadena, CA May 2013 - Current 3
Ubs Financial Services Inc. Carmel, CA May 2003 - May 2013 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Rebecca Tegerdal
Phone Number: 314-875-3000
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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