Kristin HouslerCRD Number: 5375388
Current Firm: Wells Fargo Clearing Services, LLC
Kristin Housler (CRD# 5375388) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Syracuse, NY and has over 5 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Syracuse, NY||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Syracuse, NY||May 2008 - Nov 2016||8|
|Eastside Racquet Club||Manlius, NY||May 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
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