Jennifer LyssyCRD Number: 3134679
Current Firm: Wells Fargo Advisors, LLC
Jennifer Lyssy (CRD# 3134679) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mcallen, TX and has over 19 years of experience in the finance industry.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|Wells Fargo Advisors LLC||Mcallen, TX||Sep 2010 - Current||7|
|Ubs Financial Services Inc.||Mcallen, TX||Jan 2010 - Sep 2010||< 1|
|Ubs International, Inc.||Mcallen, TX||Jul 2002 - Jan 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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