Philip TringaliCRD Number: 5368246
Current Firm: Wells Fargo Advisors, LLC
Philip Tringali (CRD# 5368246) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Jose, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Wells Fargo Advisors LLC||Carmel, CA||Apr 2010 - Current||6|
|Wells Fargo Bank, N.a.||Carmel, CA||Jun 2005 - Current||11|
|Wells Fargo Investments, LLC||Del Rey Oaks/carmel, CA||Jul 2007 - Apr 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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