Kevin PeelCRD Number: 5043483
Current Firm: Wells Fargo Clearing Services, LLC
Kevin Peel (CRD# 5043483) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in New Haven, CT and has over 15 years of experience in the finance industry.
Springboard Asset Management LLC
Equitable Advisors, LLC
Citizens Investment Services
|Wells Fargo Clearing Services, LLC||Hamden, CT||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Hamden, CT||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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