Anthony MorrisCRD Number: 5570155
Current Firm: Wells Fargo Clearing Services, LLC
Anthony Morris (CRD# 5570155) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint George, UT and has over 9 years of experience in the finance industry.
Cuso Financial Services, LP
Principal Securities, Inc.
Bcj Capital Management
|Wells Fargo Clearing Services, LLC||Saint George, UT||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Saint George, UT||Jan 2011 - Nov 2016||5|
|Wells Fargo Bank, N.a.||Saint George, UT||Jul 2007 - Mar 2013||5|
|Wells Fargo Investment LLC||St. George, UT||Jul 2008 - Jan 2011||2|
|Foot Locker||St. George, UT||Jul 2002 - Feb 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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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