Lumturi BalaCRD Number: 4574945
Current Firm: Wells Fargo Advisors, LLC
Lumturi Bala (CRD# 4574945) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Clayton, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors LLC||Clayton, MO||May 2009 - Current||8|
|Wachovia Securities||Clayton, MO||Feb 2009 - May 2009||< 1|
|Citigroup Global Markets Inc.||Clayton, MO||May 2000 - Feb 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
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