Joshua DewittCRD Number: 6258591
Current Firm: Wells Fargo Clearing Services, LLC
Joshua Dewitt (CRD# 6258591) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sacramento, CA and has over 8 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Wells Fargo Clearing Services, LLC||Cameron Park, CA||Nov 2016 - Current||5|
|Wells Fargo Bank Na||Cameron Park, CA||Nov 2010 - Current||11|
|Wells Fargo Advisors LLC||Cameron Park, CA||Oct 2013 - Nov 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
|S65||NASAA Investment Advisors Law Examination||May 2019|
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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