Gary Kling, financial advisor Charleston IL
93 score

Gary Kling

CRD Number: 1097773
Current Firm: Wells Fargo Advisors, LLC

Gary Kling (CRD# 1097773) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charleston, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Champagne, IL May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Smith Barney Champaign, IL Jun 2009 - May 2015 5
Morgan Stanley & Company, Incorporated Champaign, IL Feb 2008 - May 2015 7
Wachovia Securities, LLC Champaign, IL Jun 2003 - Feb 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Gary A. Kling
Phone Number: 314-875-3000
Registered State(s):
  • IL
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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