Crystal BuchholzCRD Number: 6561068
Current Firm: Wells Fargo Clearing Services, LLC
Crystal Buchholz (CRD# 6561068) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Decatur, AL and has over 2 years of experience in the finance industry.
Coppell Advisory Solutions LLC
Providence Wealth Advisors, LLC
|Wells Fargo Clearing Services, LLC||Huntsville, AL||Sep 2019 - Current||2|
|Morgan Stanley||Huntsville, AL||Mar 2018 - Sep 2019||1|
|Wells Fargo Clearing Services, LLC||Huntsville, AL||Nov 2016 - Mar 2018||1|
|Wells Fargo Advisors, LLC||Huntsville, AL||Dec 2015 - Nov 2016||< 1|
|Hibbett Sports||Lawrenceburg, TN||Aug 2014 - Nov 2015||1|
|Ability Plus, LLC||Madison, AL||May 2015 - Sep 2015||< 1|
|Martin Methodist College||Pulaski, TN||Aug 2011 - May 2015||3|
|Lawrence County High School||Lawrenceburg, TN||Aug 2008 - May 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
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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