Jeffrey LittleCRD Number: 1986455
Current Firm: Wells Fargo Advisors, LLC
Jeffrey Little (CRD# 1986455) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Gadsden, AL and has over 27 years of experience in the finance industry.
Longview Financial Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Gateway Wealth Management, LLC
|Wells Fargo Advisors LLC||Gadsden, AL||May 2009 - Current||8|
|Wachovia Securities, LLC||Birmingham, AL||Nov 2008 - May 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Gadsden, AL||Aug 1989 - Nov 2008||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 1993|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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