Monica AllenCRD Number: 6411179
Current Firm: Wells Fargo Clearing Services, LLC
Monica Allen (CRD# 6411179) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wells Fargo Clearing Services, LLC||St Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||St Louis, MO||Oct 2014 - Nov 2016||2|
|Washington University||Saint Louis, MO||Mar 2013 - Oct 2014||1|
|University Of Utah||Salt Lake City, UT||Oct 2012 - Feb 2013||< 1|
|University Of Utah||Salt Lake City, UT||Sep 2006 - Oct 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
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