Crystal Buchholz, financial advisor Decatur AL

Crystal Buchholz

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Crystal F. Buchholz
Phone Number: 314-875-3000
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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