Philip WelchCRD Number: 1525655
Current Firm: Wells Fargo Clearing Services, LLC
Philip Welch (CRD# 1525655) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Rochester, NY and has over 35 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wells Fargo Clearing Services, LLC||Rochester, NY||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Rochester, NY||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
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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