Terry CoeCRD Number: 6053216
Current Firm: Wells Fargo Advisors, LLC
Terry Coe (CRD# 6053216) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orlando, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Advisors LLC||Orlando, FL||Apr 2012 - Current||5|
|University Of Florida||Gainesville, FL||Sep 2009 - Current||8|
|Wells Fargo Na||Orlando, FL||Mar 1999 - Mar 2012||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
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