Willard Pease, financial advisor Grand Junction CO
93 score

Willard Pease

CRD Number: 3175410
Current Firm: Wells Fargo Advisors, LLC

Willard Pease (CRD# 3175410) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Grand Junction, CO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Grand Junction, CO May 2016 - Current < 1
Bank Of America, N.a. Grand Junction, CO Sep 2009 - May 2016 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction, CO Dec 1998 - May 2016 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Willard H. Pease
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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