Stacey Axtell, financial advisor Roseville CA
93 score

Stacey Axtell

CRD Number: 5309140
Current Firm: Wells Fargo Advisors, LLC

Stacey Axtell (CRD# 5309140) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Roseville, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Chico, CA Oct 2015 - Current 1
J.p. Morgan Securities LLC Oroville, CA Oct 2012 - Oct 2015 3
Rental Property Saratoga, CA Apr 2012 - Dec 2014 2
Chase Investment Services Corp. Oroville, CA May 2011 - Oct 2012 1
Unemployed Chico, CA Jan 2010 - May 2011 1
Primex Hempstead, NY May 2008 - Jan 2010 1
Capwest Securities San Luis Obispo, CA Feb 2007 - May 2008 1
State Farm Insurance & Financial Services Los Osos, CA Jun 2000 - Feb 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Stacey C. Axtell
Phone Number: 314-875-3000
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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