Andrew McWilliamsCRD Number: 1009357
Current Firm: Wells Fargo Clearing Services, LLC
Andrew McWilliams (CRD# 1009357) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Eugene, OR and has over 36 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Wells Fargo Clearing Services, LLC||Eugene, OR||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Eugene, OR||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Eugene, OR||Jan 2006 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
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