Grady Bishop, financial advisor Omaha NE
93 score

Grady Bishop

CRD Number: 5580402
Current Firm: Wells Fargo Advisors, LLC

Grady Bishop (CRD# 5580402) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Omaha, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Omaha, NE Jan 2011 - Current 5
Wells Fargo Bank, N.a. Omaha, NE Apr 2006 - Current 10
Wells Fargo Investments, LLC Omaha, NE Aug 2008 - Jan 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Grady D. Bishop
Phone Number: 314-875-3000
Registered State(s):
  • NE
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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