Richard BertinoCRD Number: 2005902
Current Firm: Wells Fargo Advisors, LLC
Richard Bertino (CRD# 2005902) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Omaha, NE and has over 28 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Wells Fargo Advisors LLC||Omaha, NE||Jan 2011 - Current||6|
|Wells Fargo Investments, LLC||Omaha, NE||Dec 2000 - Jan 2011||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
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)