Rachelle WagnerCRD 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.
Hedgefield Wealth Management
Astoria Strategic Wealth, Inc.
Td Ameritrade, Inc.
|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|
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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