Kathleen Le MonsCRD Number: 1433795
Current Firm: Wells Fargo Advisors, LLC
Kathleen Le Mons (CRD# 1433795) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Newport News, VA and has over 31 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Wells Fargo Advisors LLC||Newport News, VA||May 2009 - Current||7|
|Wachovia Securities, LLC||Newport News, VA||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||May 1997|
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