Cydnie Callaway, financial advisor Saint George UT
93 score

Cydnie Callaway

CRD Number: 3170875
Current Firm: Wells Fargo Advisors, LLC

Cydnie Callaway (CRD# 3170875) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint George, UT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Cottonwood, UT Oct 2010 - Current 6
Morgan Stanley Smith Barney Salt Lake City, UT Jun 2009 - Oct 2010 1
Citigroup Global Markets Inc. Salt Lake City, UT Jun 2006 - Oct 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Cydnie Callaway
Phone Number: 314-875-3000
Registered State(s):
  • TX
  • UT
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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