Rodney CollierCRD Number: 6254890
Current Firm: Wells Fargo Clearing Services, LLC
Rodney Collier (CRD# 6254890) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Wells Fargo Clearing Services, LLC||San Francisco, CA||Dec 2017 - Current||4|
|Career Group||San Francisco, CA||Jul 2017 - Dec 2017||< 1|
|Unemployed||San Francisco, CA||Apr 2017 - Jul 2017||< 1|
|Fidelity Brokerage Services, LLC||Denver, CO||Jul 2013 - Apr 2017||3|
|Grand Valley State University||Allendale, MI||Sep 2012 - Jun 2013||< 1|
|Self Employed||Houghton Lake, MI||May 2012 - Sep 2012||< 1|
|Buccilli's Pizza||Houghton Lake, MI||May 2012 - Sep 2012||< 1|
|Grand Valley State University||Allendale, MI||Sep 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2018|
|S63||Uniform Securities State Law Examination||Dec 2013|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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