Beau Wolfe (CRD# 7289742) is an Investment Advisor Representative working at Lpl Financial LLC in Irmo, SC and has over 2 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Irmo, SC | Jul 2021 - Current | 2 |
Waddell & Reed Inc. | Irmo, SC | Apr 2021 - Jul 2021 | < 1 |
Gabriel Penfield | Irmo, SC | Apr 2021 - Jul 2021 | < 1 |
Waddell & Reed Inc. | Irmo, SC | Aug 2020 - Apr 2021 | < 1 |
Sozo Fitness | Chapin, SC | Oct 2018 - Aug 2020 | 1 |
Dte Energy-exos | Detroit, MI | May 2017 - Aug 2018 | 1 |
Intel-exos | Hillsboro, OR | May 2016 - Aug 2017 | 1 |
Exos | Phoenix, AZ | Jan 2016 - May 2016 | < 1 |
Student | Mount Pleasant, SC | Aug 2011 - May 2016 | 4 |
Celebration Cinema | Mount Pleasant, SC | Aug 2014 - Dec 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- SC
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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