Douglas IngersonCRD Number: 3106357
Current Firm: Wells Fargo Clearing Services, LLC
Douglas Ingerson (CRD# 3106357) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Newark, DE and has over 19 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Wells Fargo Clearing Services, LLC||Newark, DE||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Newark, DE||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Newark, DE||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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