Carl HartsonCRD Number: 5617741
Current Firm: Wells Fargo Advisors, LLC
Carl Hartson (CRD# 5617741) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Cedar Falls, IA and has over 8 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Wells Fargo Advisors LLC||Cedar Falls, IA||Jan 2011 - Current||6|
|Wells Fargo Bank||Waterloo, IA||Feb 2008 - Current||9|
|Wells Fargo Investments, LLC||Waterloo, IA||Nov 2008 - Jan 2011||2|
|Furniture Row||Burlington, IA||Feb 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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