Louis PerfettiCRD Number: 5051174
Current Firm: Wells Fargo Clearing Services, LLC
Louis Perfetti (CRD# 5051174) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Linwood, NJ and has over 14 years of experience in the finance industry. Louis Perfetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
Wells Fargo Advisors Financial Network, LLC
|Wells Fargo Clearing Services, LLC||Linwood, NJ||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Linwood, NJ||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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