Lisa DesiletsCRD Number: 6360521
Current Firm: Wells Fargo Clearing Services, LLC
Lisa Desilets (CRD# 6360521) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Kerrville, TX and has over 3 years of experience in the finance industry.
Ims Financial Advisors, Inc.
Evidence Advisors Investment Management
Summit Financial Group Inc.
|Wells Fargo Clearing Services, LLC||Kerrville, TX||Nov 2016 - Current||1|
|Wells Fargo Bank Na||Kerrville, TX||Oct 1998 - Current||19|
|Wells Fargo Advisors LLC||Kerrville, TX||Jun 2014 - Nov 2016||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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