Pearl HuangCRD Number: 4393990
Current Firm: Wells Fargo Clearing Services, LLC
Pearl Huang (CRD# 4393990) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Pasadena, CA and has over 3 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Wells Fargo Clearing Services||Pasadena, CA||May 2019 - Current||3|
|Wells Fargo Bank||Pasadena, CA||May 2019 - Current||3|
|Jpmorgan Chase||West Covina, CA||May 2018 - May 2019||1|
|Bank Of America||Chino, CA||Aug 2006 - May 2018||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
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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