Charles HanowellCRD Number: 4054435
Current Firm: Wells Fargo Clearing Services, LLC
Charles Hanowell (CRD# 4054435) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sarasota, FL and has over 19 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Advice And Planning Services
|Wells Fargo Clearing Services, LLC||Sarasota, FL||Jun 2017 - Current||5|
|Capital One Sharebuilder, Inc.||Mclean, VA||Jan 2015 - Jun 2017||2|
|Sharebuilder 401k||Seattle, WA||Jan 2015 - Jun 2017||2|
|Capital One Investment Services LLC||Bethesda, MD||May 2010 - Jun 2017||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
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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