Pankti ShahCRD Number: 6215604
Current Firm: Wells Fargo Advisors, LLC
Pankti Shah (CRD# 6215604) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Palo Alto, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Wells Fargo Advisors LLC||Menlo Park, CA||Jun 2013 - Current||3|
|Wells Fargo Bank Na||Menlo Park, CA||Jul 2009 - Current||7|
|Quality Inn||Palo Alto, CA||Feb 2004 - Jul 2009||5|
|Bank Of The West||Palo Alto, CA||Jan 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
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