Alec AcostaCRD Number: 4056705
Current Firm: Wells Fargo Clearing Services, LLC
Alec Acosta (CRD# 4056705) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Wells Fargo Clearing Services||Charlotte, NC||Oct 2017 - Current||5|
|Bbtis||Charlotte, NC||Sep 2013 - Sep 2017||4|
|Wells Fargo Advisors LLC||Charlotte, NC||May 2009 - Sep 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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, WY
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