Richard BagleyCRD Number: 6724161
Current Firm: Wells Fargo Clearing Services, LLC
Richard Bagley (CRD# 6724161) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Hampton, VA and has over 2 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Joss Financial Group
Lincoln Financial Advisors Corporation
|Wells Fargo Clearing Services, LLC||Newport News, VA||Nov 2016 - Current||3|
|Hampton Roads Academy Athletic Department||Newport News, VA||Aug 2016 - Nov 2016||< 1|
|Hampden-sydney College||Farmville, VA||Aug 2012 - May 2016||3|
|Produce Source Partners||Ashland, VA||Jun 2015 - Jan 2016||< 1|
|W. M. Jordan||Newport News, VA||Jun 2013 - Aug 2014||1|
|Hampton Roads Academy||Newport News, VA||Jun 2010 - Aug 2012||2|
|Hampton Roads Academy||Newport News, VA||Aug 2006 - May 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
Total Assets Under Management433,196MILLIONS
Total Number of Accounts1,434,106ACCOUNTS
Average Account Value$302,067
- 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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