Alan Witt, financial advisor Richmond VA
90 score

Alan Witt

CRD Number: 6126782
Current Firm: Wells Fargo Advisors, LLC

Alan Witt (CRD# 6126782) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Richmond, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Richmond, VA Oct 2015 - Current 1
Wells Fargo Advisors LLC Richmond, VA Oct 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach, VA Sep 2014 - Oct 2015 1
Bank Of America, N.a. Virginia Beach, VA Sep 2014 - Oct 2015 1
Wells Fargo Advisors, LLC Newport News, VA Oct 2012 - Sep 2014 1
Schooner's Grill Newport News, VA Jan 2011 - Oct 2012 1
Poquoson High School Poquoson, VA Aug 2011 - Sep 2012 1
Matthews Ymca Matthews, VA Jun 2011 - Aug 2011 < 1
Ty Madden Yacht Racing Williamsburg, VA Mar 2011 - Apr 2011 < 1
Eye Of The World Inc. Newport News, VA Aug 2010 - Dec 2010 < 1
Warwick Plumbing Newport News, VA Jun 2010 - Jul 2010 < 1
Virginia Company Bank Newport News, VA Jun 2007 - Apr 2010 2
Full Time Education Newport News, VA Aug 2001 - Jun 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Alan S. Witt
Phone Number: 314-875-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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