Bethany RobertsCRD Number: 5501791
Current Firm: Wells Fargo Clearing Services, LLC
Bethany Roberts (CRD# 5501791) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||St. Louis, MO||Jan 2015 - Nov 2016||1|
|Edward Jones||Saint Louis, MO||Nov 2010 - Jan 2015||4|
|Fortune Investment Group, LLC||Arnold, MO||May 2008 - Nov 2010||2|
|Lpl Financial||Charlotte, NC||May 2008 - Nov 2010||2|
|Missouri Baptist Univeristy||St. Louis, MO||Apr 2009 - Apr 2010||1|
|Fortune Bank||Arnold, MO||Mar 2008 - May 2008||< 1|
|Fortune Investment Group, LLC||Arnold, MO||Mar 2008 - May 2008||< 1|
|University Of Missouri-st. Louis||St. Louis, MO||Jun 2005 - May 2008||2|
|Truman Bank||Shady Valley, MO||Oct 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
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