Andrew KausteklisCRD Number: 5061417
Current Firm: Wells Fargo Clearing Services, LLC
Andrew Kausteklis (CRD# 5061417) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pasadena, CA and has over 11 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
|Wells Fargo Clearing Services||Los Angeles, CA||Mar 2020 - Current||2|
|Wells Fargo Clearing Services, LLC||El Segundo, CA||Nov 2016 - Jan 2020||3|
|Wells Fargo Advisors LLC||El Segundo, CA||Mar 2010 - Nov 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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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