Geoffrey EglenCRD Number: 7451318
Current Firm: Wells Fargo Clearing Services, LLC
Geoffrey Eglen (CRD# 7451318) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Wells Fargo Clearing Services, LLC||The Colony, TX||Oct 2021 - Current||< 1|
|Wells Fargo Bank, Na||The Colony, TX||Oct 2021 - Current||< 1|
|First National Bank Of Omaha||Frisco, TX||Jul 2014 - Oct 2021||7|
|University Of North Texas||Denton, TX||Jun 2014 - Jun 2016||2|
|Collin College||Frisco, TX||Jan 2012 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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