Danny TanCRD Number: 5884906
Current Firm: Wells Fargo Clearing Services, LLC
Danny Tan (CRD# 5884906) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Corte Madera, CA and has over 4 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Wells Fargo Clearing Services, LLC||San Bruno, CA||Nov 2016 - Current||1|
|Wells Fargo Bank Na||San Bruno, CA||Jun 2011 - Current||6|
|Wells Fargo Advisors LLC||San Bruno, CA||Oct 2013 - Nov 2016||3|
|Various Insurance Carriers For W&r Insurance Agencies||San Bruno, CA||Jul 2013 - Oct 2013||< 1|
|Wells Fargo Advisors, LLC||Pacifica, CA||Oct 2012 - May 2013||< 1|
|Wells Fargo Bank, N.a.||Pacifica, CA||Apr 2010 - May 2011||1|
|Wachovia||San Francisco, CA||Sep 2009 - Apr 2010||< 1|
|Tans Construction||San Francisco, CA||Jul 2007 - Sep 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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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