Gregory SigmundCRD Number: 1229174
Current Firm: Wells Fargo Advisors, LLC
Gregory Sigmund (CRD# 1229174) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|H.d. Vest Investment Services||St.louis, MO||Jul 2010 - Current||7|
|Wells Fargo Advisors Financial Network LLC||St. Louis, MO||Oct 2009 - Current||8|
|Wells Fargo Advisors LLC||St. Louis, MO||May 2009 - Current||8|
|Wachovia Securities, LLC||St. Louis, MO||Jan 2008 - May 2009||1|
|A. G. Edwards & Sons, Inc.||St. Louis, MO||Oct 1983 - Jan 2008||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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