Henry EllerCRD Number: 4347873
Current Firm: Wells Fargo Clearing Services, LLC
Henry Eller (CRD# 4347873) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sarasota, FL and has over 14 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Advice And Planning Services
|Wells Fargo Clearing Services, LLC||Sarasota, FL||Jun 2021 - Current||1|
|Truist Investment Services, Inc.||Sarasota, FL||Feb 2021 - Jun 2021||< 1|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Jun 2021||< 1|
|Bb&t Securities, LLC||Bradenton, FL||Jan 2018 - Feb 2021||3|
|Bb&t Investments||Charlotte, NC||Nov 2009 - Nov 2018||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
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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