Heather GrapesCRD Number: 6693797
Current Firm: Wells Fargo Clearing Services, LLC
Heather Grapes (CRD# 6693797) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Fort Worth, TX and has over 5 years of experience in the finance industry.
Hedgefield Wealth Management
Td Ameritrade, Inc.
Td Ameritrade, Inc.
|Wells Fargo Clearing Services, LLC||Saginaw, TX||Nov 2016 - Current||5|
|Wells Fargo Bank, Na||Saginaw, TX||Sep 2004 - Current||17|
|Wells Fargo Advisors LLC||Saginaw, TX||Aug 2016 - Nov 2016||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2018|
|S63||Uniform Securities State Law Examination||Oct 2016|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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