Robert WadleighCRD Number: 5470497
Current Firm: Wells Fargo Advisors, LLC
Robert Wadleigh (CRD# 5470497) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Newark, DE and has over 8 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Wells Fargo Advisors LLC||Newark, DE||May 2009 - Current||7|
|Wachovia Securities||Newark, DE||Jan 2008 - May 2009||1|
|A.g. Edwards||Newark, DE||Aug 1999 - Jan 2008||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
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