Summer Odin, financial advisor Malibu CA
90 score

Summer Odin

CRD Number: 6268766
Current Firm: Wells Fargo Clearing Services, LLC

Summer Odin (CRD# 6268766) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Malibu, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Santa Barbara, CA Nov 2016 - Current 1
Wells Fargo Bank Na Santa Barbara, CA Aug 2009 - Current 8
Wells Fargo Advisors LLC Santa Barbara, CA Nov 2013 - Nov 2016 3
Summer Odin Solutions & Finance, Inc. Moorpark, CA Jan 2008 - Sep 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Summer E. Odin
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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