Arnold WestlundCRD Number: 1222147
Current Firm: Wells Fargo Advisors, LLC
Arnold Westlund (CRD# 1222147) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lexington, KY and has over 33 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Wells Fargo Advisors LLC||Lexington, KY||May 2009 - Current||8|
|Wachovia Securities LLC||Lexington, KY||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1993|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)