Mary Patterson (CRD# 7465688) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.
CRD# 7339646
Origin Financial
CRD# 2581945
Deutsche Bank Securities Inc.
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Investment Institute, Inc. | Jacksonville, FL | Jul 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- FL
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Total Assets Under Management38,124MILLIONS
-
Total Number of Accounts24,240ACCOUNTS
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Average Account Value$1,572,755
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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