Adam PaniaguaCRD Number: 7417083
Current Firm: Wells Fargo Clearing Services, LLC
Adam Paniagua (CRD# 7417083) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Reno, NV and has 1 year of experience in the finance industry.
Cunningham Investment Management, LLC
Trident Capital Advisors, LLC
|Wells Fargo Clearing Services, LLC||Reno, NV||Jul 2021 - Current||< 1|
|Wells Fargo Bank, Na||Reno, NV||Dec 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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