Deborah SchulzCRD Number: 3068233
Current Firm: Wells Fargo Advisors, LLC
Deborah Schulz (CRD# 3068233) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Raleigh, NC and has over 19 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Wells Fargo Advisors LLC||Raleigh, NC||May 2009 - Current||8|
|Wachovia Bank, N.a.||Park Ridge, NJ||Jun 2002 - Current||15|
|Wachovia Securities, LLC||Park Ridge, NJ||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2008|
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