Karly GatchetCRD Number: 6551499
Current Firm: Wells Fargo Clearing Services, LLC
Karly Gatchet (CRD# 6551499) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sequim, WA and has over 6 years of experience in the finance industry.
J.p. Morgan Securities LLC
|Wells Fargo Clearing Services, LLC||Sequim, WA||Nov 2016 - Current||5|
|Wells Fargo Bank, Na||Sequim, WA||Jun 2013 - Current||8|
|Wells Fargo Advisors, LLC||Sequim, WA||Sep 2015 - Nov 2016||1|
|Innovative Chirpractic And Massage||Mill Creek, WA||May 2009 - Mar 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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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