Richard WimmerCRD Number: 1103871
Current Firm: Wells Fargo Advisors Financial Network, LLC
Richard Wimmer (CRD# 1103871) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Port Charlotte, FL and has over 22 years of experience in the finance industry.
Seacure Advisors LLC
Alkire Financial Advisory, Inc.
Raymond James Financial Services Advisors, Inc.
|Wells Fargo Advisors Financial Network, LLC||Port Charlotte, FL||Sep 2013 - Current||4|
|Wells Fargo Advisors LLC||Punta Gorda, FL||May 2009 - Sep 2013||4|
|Wachovia Securities, LLC||Port Charlotte, FL||Jan 2008 - May 2009||1|
|A.g. Edwards||Port Charlotte, FL||Jan 1983 - Jan 2008||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1995|
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