Elizabeth Albrecht, financial advisor Fort Collins CO

Elizabeth Albrecht

CRD Number: 5790901
Current Firm: Wells Fargo Advisors Financial Network, LLC

Elizabeth Albrecht (CRD# 5790901) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Fort Collins, CO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Fort Collins, CO May 2019 - Current 4
Wells Fargo Clearing Services, LLC Fort Collins, CO Nov 2016 - May 2019 2
Wells Fargo Advisors, LLC Fort Collins, CO May 2010 - Nov 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Elizabeth A. Albrecht
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
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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