Wendy Coleman-IrvinCRD Number: 6655433
Current Firm: Wells Fargo Clearing Services, LLC
Wendy Coleman-Irvin (CRD# 6655433) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Clayton, MO and has over 5 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Wells Fargo Clearing Services LLC||Clayton, MO||Jul 2018 - Current||3|
|Macy's Inc.||St. Louis, MO||Feb 2018 - Jun 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Clayton, MO||May 2016 - Nov 2017||1|
|Victoria's Secret Store South County Center||St. Louis, MO||Dec 2015 - Jun 2016||< 1|
|Unemployed||St. Louis, MO||Jun 2015 - Dec 2015||< 1|
|Ghana Chamber Of Commerce||Accra,||Nov 2014 - May 2015||< 1|
|Cole Collective||Accra,||Jan 2014 - Oct 2014||< 1|
|Fred Adom Cpa||Nashville, TN||Jun 2013 - Dec 2013||< 1|
|Utrecht University/washington University||St. Louis, MO||Aug 2010 - Jun 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
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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