Matt WillisCRD Number: 5427327
Current Firm: Wells Fargo Clearing Services, LLC
Matt Willis (CRD# 5427327) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 10 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||St. Louis, MO||Nov 2013 - Nov 2016||3|
|Unemployed||Arnold, MO||Jun 2013 - Nov 2013||< 1|
|Edward Jones||St. Louis, MO||Sep 2007 - Jun 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
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