Nicholas Zollinger, financial advisor Logan UT
93 score

Nicholas Zollinger

CRD Number: 5296114
Current Firm: Wells Fargo Advisors, LLC

Nicholas Zollinger (CRD# 5296114) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Logan, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Logan, UT Jan 2011 - Current 5
Wells Fargo Bank Logan, UT Jun 2004 - Current 12
Wells Fargo Investments Logan, UT Feb 2007 - Jan 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Nicholas N. Zollinger
Phone Number: 314-875-3000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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