Doris HugginsCRD Number: 2884224
Current Firm: Wells Fargo Clearing Services, LLC
Doris Huggins (CRD# 2884224) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Wells Fargo Clearing Services, LLC||Fort Lauderdale, FL||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Fort Lauderdale, FL||Nov 2014 - Nov 2016||2|
|Lpl Financial||Weston, FL||Jul 2014 - Nov 2014||< 1|
|Unemployed||Oakland Park, FL||Aug 2012 - Jun 2014||1|
|Cbg Financial Group||Boca Raton, FL||Sep 2010 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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