Shaun MooreCRD Number: 4532224
Current Firm: Wells Fargo Clearing Services, LLC
Shaun Moore (CRD# 4532224) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Portland, OR and has over 2 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Wells Fargo Clearing Services||Portland, OR||Nov 2019 - Current||3|
|Wells Fargo Bank||Portland, OR||Nov 2019 - Current||3|
|Wells Fargo Bank||Portland, OR||Oct 2014 - Nov 2019||5|
|Whitman Partners||Portland, OR||Oct 2008 - Oct 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
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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