James TravaglineCRD Number: 4262366
Current Firm: Wells Fargo Clearing Services, LLC
James Travagline (CRD# 4262366) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Linwood, NJ and has over 20 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & Reed
Wells Fargo Advisors Financial Network, LLC
|Wells Fargo Clearing Services, LLC||Linwood, NJ||Nov 2016 - Current||4|
|Wells Fargo Advisors LLC||Linwood, NJ||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2000|
|S65||NASAA Investment Advisors Law Examination||Nov 2000|
Total Assets Under Management510,934MILLIONS
Total Number of Accounts1,430,874ACCOUNTS
Average Account Value$357,078
- 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
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