Brandon SmithCRD Number: 5053905
Current Firm: Wells Fargo Clearing Services, LLC
Brandon Smith (CRD# 5053905) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Palo Alto, CA and has over 15 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
J.p. Morgan Securities LLC
|Wells Fargo Clearing Services, LLC||Palo Alto, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Palo Alto, CA||Jun 2012 - Nov 2016||4|
|Chase Investment Services Corp.||Sunnyvale, CA||May 2009 - Jun 2012||3|
|Wamu Investments Inc.||Sunnyvale, CA||Jun 2008 - Jun 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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
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