Steven FengCRD Number: 5064389
Current Firm: Wells Fargo Clearing Services, LLC
Steven Feng (CRD# 5064389) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sunnyvale, CA and has over 15 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Wells Fargo Clearing Services, LLC||Sunnyvale, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Sunnyvale, CA||Aug 2016 - Nov 2016||< 1|
|J.p. Morgan Securities LLC||Sunnyvale, CA||Oct 2012 - Aug 2016||3|
|Chase Investment Services Corp||Sunnyvale, CA||Oct 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
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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