Gerald FlakeCRD Number: 5060277
Current Firm: Wells Fargo Clearing Services, LLC
Gerald Flake (CRD# 5060277) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Snowflake, AZ and has over 15 years of experience in the finance industry.
J.p. Morgan Securities LLC
Verus Capital Partners, LLC
|Wells Fargo Clearing Services, LLC||Payson, AZ||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Payson, AZ||Dec 2011 - Nov 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
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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