Mary Harris (CRD# 4634194) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Saint Louis, MO and has over 4 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Investment Institute, Inc. | St. Louis, MO | Jul 2021 - Current | 2 |
| Wells Fargo Advisors Clearing LLC | St. Louis, MO | Jun 2018 - Jul 2021 | 3 |
| Wells Fargo Clearing Services | St. Louis, MO | Oct 2015 - May 2018 | 2 |
| Wells Fargo Clearing Services | St. Louis, MO | Aug 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- MO
-
Total Assets Under Management43,585MILLIONS
-
Total Number of Accounts20,198ACCOUNTS
-
Average Account Value$2,157,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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