Nancy Runion, financial advisor Harrisonburg VA
93 score

Nancy Runion

CRD Number: 1250834
Current Firm: Wells Fargo Advisors, LLC

Nancy Runion (CRD# 1250834) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Harrisonburg, VA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Harrisonburg, VA May 2009 - Current 7
Wachovia Securities, LLC Harrisonburg, VA Jun 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Nancy D. Runion
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • VA
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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