Qwendalynn LaiCRD Number: 5576511
Current Firm: Wells Fargo Advisors, LLC
Qwendalynn Lai (CRD# 5576511) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Pleasanton, CA and has over 7 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Wells Fargo Advisors LLC||Mountain View, CA||Jan 2011 - Current||6|
|Wells Fargo Bank Na||Mountain View, CA||Jul 2004 - Current||12|
|Wells Fargo Investments, LLC||Los Altos, CA||Jul 2008 - Jan 2011||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
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