Victor RuizCRD Number: 7426394
Current Firm: Wells Fargo Clearing Services, LLC
Victor Ruiz (CRD# 7426394) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Wells Fargo Clearing Services, LLC||San Francisco, CA||Aug 2021 - Current||< 1|
|Wells Fargo Bank, Na||San Francisco, CA||Sep 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
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