Adam ShahCRD Number: 5577209
Current Firm: Wells Fargo Advisors Financial Network, LLC
Adam Shah (CRD# 5577209) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors LLC||St. Louis, MO||Sep 2011 - Current||6|
|Unemployed||Barrington, IL||Nov 2010 - Aug 2011||< 1|
|Navisis Financial||Chicago, IL||Nov 2008 - Oct 2010||1|
|Phan Shin||Oxfrord, OH||Sep 2008 - Oct 2008||< 1|
|Unemployed||N. Barrington, IL||Sep 2007 - Sep 2008||1|
|Miami University||Oxford, OH||Aug 2004 - May 2008||3|
|Barrington P.d.||Barrington, IL||May 2007 - Aug 2007||< 1|
|Quiznos Sub||Lake Zurich, IL||Apr 2002 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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