George KunkleCRD Number: 1004825
Current Firm: Wells Fargo Advisors Financial Network, LLC
George Kunkle (CRD# 1004825) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Peoria, IL and has over 36 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Wells Fargo Advisors Financial Network, LLC||Peoria, IL||Nov 2013 - Current||4|
|Wells Fargo Advisors LLC||Peoria, IL||May 2009 - Nov 2013||4|
|Wachovia Securities, LLC||Peoria, IL||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
|S65||NASAA Investment Advisors Law Examination||Jun 2000|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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