Gregory UtterCRD Number: 2015606
Current Firm: Wells Fargo Advisors Financial Network, LLC
Gregory Utter (CRD# 2015606) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Fort Wayne, IN and has over 27 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Wells Fargo Advisors Financial Network LLC||Fort Wayne, IN||May 2009 - Current||8|
|Wells Fargo Avdvsors, Llc (19616)||Fort Wayne, IN||May 2009 - May 2009||< 1|
|Wachovia Securities, Llc (19616)||Fort Wayne, IN||Jan 2008 - May 2009||1|
|Wachovia Securities, Llc (19616)||Saint Louis, MO||Jan 2008 - Jan 2008||< 1|
|A.g. Edwards & Sons, Inc. (4)||Fort Wayne, IN||May 2000 - Jan 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
|S66||NASAA Uniform Combined State Law Examination||Jul 2000|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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