Stacy Schmidt-CarrollCRD Number: 3188069
Current Firm: Wells Fargo Advisors, LLC
Stacy Schmidt-Carroll (CRD# 3188069) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Oviedo, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Wells Fargo Advisors LLC||Oviedo, FL||May 2009 - Current||8|
|Wachovia Bank, N.a.||Winter Springs, FL||Jun 2002 - Current||15|
|Wachovia Securities, LLC||Winter Springs, FL||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
- Financial Issue
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