Zachary WhitchurchCRD Number: 5604111
Current Firm: Wells Fargo Clearing Services, LLC
Zachary Whitchurch (CRD# 5604111) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wells Fargo Clearing Services, LLC||Salt Lake City, UT||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Salt Lake City, UT||Jan 2011 - Nov 2016||5|
|Gep Utah||Salt Lake City, UT||Feb 2008 - Jun 2011||3|
|Wells Fargo Investments, LLC||Salt Lake City, UT||Oct 2008 - May 2011||2|
|Wells Fargo Bank, N.a.||Salt Lake City, UT||Jul 2007 - May 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
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