Summer Pendleton, financial advisor Sioux Falls SD
90 score

Summer Pendleton

CRD Number: 6069035
Current Firm: Wells Fargo Advisors, LLC

Summer Pendleton (CRD# 6069035) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sioux Falls, SD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Arlington, VA May 2012 - Current 4
Nordstrom` Arlington, VA Nov 2011 - Current 5
Wells Fargo Bank Na Arlington, VA Dec 2010 - Current 6
Nordstrom Salt Lake City, UT Aug 2009 - Oct 2010 1
Brigham Young University Provo, UT Aug 2005 - Aug 2009 4
Del Sol Lahaina, HI May 2008 - Aug 2008 < 1
Del Sol Myrtle Beach, SC May 2007 - Aug 2007 < 1
Roadworx Inc. Evanston, WY May 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Summer D. Pendleton
Phone Number: 314-875-3000
Registered State(s):
  • ND
  • VA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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