Sandra Odell, financial advisor New Hartford NY
93 score

Sandra Odell

CRD Number: 1028607
Current Firm: Wells Fargo Advisors, LLC

Sandra Odell (CRD# 1028607) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in New Hartford, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Utica, NY May 2009 - Current 7
Wachovia Securities, LLC Utica, NY Jan 2008 - May 2009 1
A.g. Edwards Utica, NY Apr 1990 - Jan 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Sandra J. Odell
Phone Number: 314-875-3000
Registered State(s):
  • TX
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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