Allie UnderbergCRD Number: 6215492
Current Firm: Wells Fargo Advisors, LLC
Allie Underberg (CRD# 6215492) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sioux Falls, SD and has over 3 years of experience in the finance industry.
Elgethun Capital Management
Compass Financial Group
|Wells Fargo Advisors LLC||Sioux Falls, SD||Jun 2013 - Current||3|
|Wells Fargo Bank Na||Sioux Falls, SD||Oct 2012 - Current||4|
|Lia Sophia||Sioux Falls, SD||Oct 2012 - Current||4|
|Girl Scouts - Dakota Horizons||Sioux Falls, SD||Mar 2012 - Sep 2012||< 1|
|David's Bridal||Sioux Falls, SD||Jan 2011 - Aug 2012||1|
|Guess Headquarters||Los Angeles, CA||Jun 2011 - Aug 2011||< 1|
|Manchester Metropolitan University||Manchester,||Sep 2010 - Dec 2010||< 1|
|Best Buy||Sioux Falls, SD||May 2010 - Sep 2010||< 1|
|Macy's||Sioux Falls, SD||Nov 2007 - May 2010||2|
|Roosevelt High School||Sioux Falls, SD||Aug 2007 - Oct 2007||< 1|
|Pacific Sunwear||Sioux Falls, SD||May 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
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
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