Vance BarrettCRD Number: 3205521
Current Firm: Wells Fargo Clearing Services, LLC
Vance Barrett (CRD# 3205521) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Roanoke, VA and has over 18 years of experience in the finance industry. Vance Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Virginia Capital Strategies
|Wells Fargo Clearing Services, LLC||Roanoke, VA||Nov 2016 - Current||3|
|Wells Fargo Advisors LLC||Roanoke, VA||Sep 2013 - Nov 2016||3|
|Suntrust Investment Services Inc.||Atlanta, GA||Jan 2012 - Aug 2013||1|
|Suntrust Bank||Atlanta, GA||Dec 2011 - Aug 2013||1|
|Wells Fargo Advisors LLC||Roanoke, VA||May 2009 - Dec 2011||2|
|Wachovia Bank, N.a.||Roanoke, VA||Nov 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Jul 2002|
Total Assets Under Management433,196MILLIONS
Total Number of Accounts1,434,106ACCOUNTS
Average Account Value$302,067
- 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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