Patricia DietzCRD Number: 6930975
Current Firm: Wells Fargo Clearing Services, LLC
Patricia Dietz (CRD# 6930975) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Frisco, TX and has over 2 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Wells Fargo Clearing Services, LLC||Dallas, TX||Mar 2018 - Current||4|
|Pearson Vue||Hurst, TX||Mar 2016 - Mar 2018||2|
|Barnes And Noble||Southlake, TX||Nov 2015 - Mar 2018||2|
|Homemaker||Colleyville, TX||Jun 1992 - Nov 2015||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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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