Richard ChristensenCRD Number: 5494117
Current Firm: Wells Fargo Clearing Services, LLC
Richard Christensen (CRD# 5494117) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 7 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||Sep 2011 - Nov 2016||5|
|Trustmont Financial Group, Inc.||Greensburg, PA||Jan 2011 - Sep 2011||< 1|
|Midwest Investment Advisors Llc (154408)||Fenton, MO||Jun 2010 - Sep 2011||1|
|Morgan Stanley Smith Barney||Chesterfield, MO||Jun 2009 - May 2010||< 1|
|Morgan Stanley & Company Incorporated||St. Louis, MO||Aug 2008 - May 2010||1|
|Edward Jones||St. Louis, MO||Feb 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
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