Jeremy StricklerCRD Number: 3075697
Current Firm: Wells Fargo Advisors Financial Network, LLC
Jeremy Strickler (CRD# 3075697) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Greenville, SC and has over 19 years of experience in the finance industry. Jeremy Strickler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Wells Fargo Advisors Financial Network, LLC||Greenville, SC||May 2015 - Current||2|
|Raymond James & Associates, Inc.||Greenville, SC||Jun 2000 - May 2015||14|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Jun 1998 - May 2015||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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