Allen RandCRD Number: 7250287
Current Firm: Wells Fargo Clearing Services, LLC
Allen Rand (CRD# 7250287) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Longview, TX and has 1 year of experience in the finance industry.
|Wells Fargo Clearing Services, LLC||Longview, TX||Apr 2021 - Current||1|
|Bank Of America N.a.||Houston, TX||Jul 2020 - Apr 2021||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Apr 2020 - Apr 2021||1|
|Unemployed||Houston, TX||Jan 2020 - Mar 2020||< 1|
|Prodive International||Playa Del Carmen, Quintana Roo,||Sep 2019 - Dec 2019||< 1|
|Baylor University||Waco, TX||Aug 2015 - Aug 2019||4|
|Park Hyatt Beaver Creek||Beaver Creek, CO||Dec 2018 - Jan 2019||< 1|
|Camp Ozark||Mt. Ida, AR||May 2018 - Aug 2018||< 1|
|Park Hyatt Beaver Creek||Beaver Creek, CO||Dec 2017 - Jan 2018||< 1|
|Camp Ozark||Mt. Ida, AR||May 2017 - Aug 2017||< 1|
|Camp Ozark||Mt. Ida, AR||May 2016 - Aug 2016||< 1|
|Bayou City Adventures||Houston, TX||Jun 2015 - Aug 2015||< 1|
|Houston Christian Highschool||Houston, TX||Jun 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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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