Garth AllanCRD Number: 5294782
Current Firm: Wells Fargo Advisors, LLC
Garth Allan (CRD# 5294782) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Rancho Santa Margarita, CA and has over 10 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Eclectic Associates, Inc.
|Wells Fargo Advisors LLC||Newport Beach, CA||Jan 2011 - Current||7|
|Edward Jones||St Louis, MO||Feb 2007 - Jan 2011||3|
|Advance Storage Design||Fullerton, CA||Jul 2004 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
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)