Isaac PoplinCRD Number: 1811072
Current Firm: Wells Fargo Clearing Services, LLC
Isaac Poplin (CRD# 1811072) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Greenville, SC and has over 29 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Greenville, SC||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Greenville, SC||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Greenville, SC||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Jun 1996|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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