Craig TooleyCRD Number: 3114193
Current Firm: Wells Fargo Clearing Services, LLC
Craig Tooley (CRD# 3114193) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sioux City, IA and has over 7 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Woodbury Financial Services, Inc.
|Wells Fargo Clearing Services, LLC||Sioux City, IA||Nov 2016 - Current||1|
|Wells Fargo Bank, N.a.||Sioux City, IA||Oct 2008 - Current||9|
|Wells Fargo Advisors LLC||Sioux City, IA||Sep 2013 - Nov 2016||3|
|Wells Fargo Advisors LLC||Glendale, AZ||Sep 2010 - Oct 2012||2|
|Premier Bankcard||Dakota Dunes, SD||Jun 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2010|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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