Danajette KurtzCRD Number: 5393197
Current Firm: Wells Fargo Advisors, LLC
Danajette Kurtz (CRD# 5393197) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Radnor, PA and has over 7 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Wells Fargo Advisors LLC||Radnor, PA||May 2009 - Current||8|
|Wachovia Securities LLC||Radnor, PA||Feb 2009 - May 2009||< 1|
|Citigroup Global Markets Inc.||West Conshohocken, PA||Jul 2007 - Feb 2009||1|
|Bourbon Blue||Philadelphia, PA||Apr 2007 - Sep 2007||< 1|
|Agave Grille||Ambler, PA||Oct 2006 - Sep 2007||< 1|
|Unemployed||Glenside, PA||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 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
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