Theresa PowersCRD Number: 1173245
Current Firm: Wells Fargo Advisors, LLC
Theresa Powers (CRD# 1173245) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wells Fargo Advisors||Scottsdale, AZ||Nov 2011 - Current||6|
|Morgan Stanley Smith Barney||Scottsdale, AZ||Jun 2009 - Nov 2011||2|
|Citigroup Global Markets Inc.||Scottsdale, AZ||Jul 2006 - Nov 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
- Financial Issue
- Judgments / Liens
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)