Charles McCuenCRD Number: 3080319
Current Firm: Wells Fargo Advisors, LLC
Charles McCuen (CRD# 3080319) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Shelby, NC and has over 18 years of experience in the finance industry.
Cetera Advisor Networks LLC
1st Global Advisors Inc.
Questar Asset Management, Inc.
|Wells Fargo Advisors LLC||Shelby, NC||May 2009 - Current||8|
|Wachovia Securities, LLC||Shelby, NC||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
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