Rachelle Wagner, financial advisor Fort Worth TX

Rachelle Wagner

CRD Number: 6397351
Current Firm: Wells Fargo Clearing Services, LLC

Rachelle Wagner (CRD# 6397351) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Fort Worth, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services LLC Fort Worth, TX Mar 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake, TX Jun 2018 - Mar 2019 < 1
Ameriprise Financial Services, Inc. Fort Worth, TX Sep 2014 - Jun 2018 3
24 Hour Fitness Fort Worth, TX Aug 2000 - Jun 2018 17
Alarm Control Technicians, Inc. Fort Worth, TX Sep 1995 - Jun 2018 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Rachelle Wagner
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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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