Mathew FeehanCRD Number: 6186355
Current Firm: Wells Fargo Clearing Services, LLC
Mathew Feehan (CRD# 6186355) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Ocala, FL||Nov 2016 - Current||1|
|U.s. Army National Guard||Plant City, FL||Feb 2011 - Current||7|
|Wells Fargo Advisors, LLC||Ocala, FL||Apr 2016 - Nov 2016||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Apr 2016||1|
|Morgan Stanley||Ocala, FL||Mar 2013 - Apr 2016||3|
|Full Sail University||Winter Park, FL||Feb 2008 - Feb 2011||3|
|Tavistock Group||Windermere, FL||Aug 2008 - Jul 2009||< 1|
|Jenny Craig||Orlando, FL||Feb 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
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