William GarterCRD Number: 5055609
Current Firm: Wells Fargo Clearing Services, LLC
William Garter (CRD# 5055609) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Richmond, VA and has over 13 years of experience in the finance industry.
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
|Wells Fargo Clearing Services, LLC||Mechanicsville, VA||Nov 2016 - Current||5|
|Wachovia Bank, N.a.||Glen Allen, VA||Jun 2008 - Current||13|
|Wells Fargo Advisors LLC||Mechanicsville, VA||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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