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 28 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|
|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 Management42,504MILLIONS
Total Number of Accounts142,401ACCOUNTS
Average Account Value$298,482
- 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