Sherry FreelCRD Number: 7464449
Current Firm: Wells Fargo Investment Institute, Inc.
Sherry Freel (CRD# 7464449) 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.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Wells Fargo Investment Institute, Inc.||Jacksonville, FL||Nov 2021 - Current||< 1|
|Wells Fargo Bank||Jacksonville, FL||Jan 2012 - Nov 2021||9|
Total Assets Under Management51,248MILLIONS
Total Number of Accounts16,271ACCOUNTS
Average Account Value$3,149,674
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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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