Kathy TweedCRD Number: 1797717
Current Firm: Wells Fargo Advisors, LLC
Kathy Tweed (CRD# 1797717) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tampa, FL and has over 22 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Wells Fargo Advisors LLC||Tampa, FL||May 2009 - Current||8|
|Wachovia Securities, LLC||Tampa, FL||Dec 2007 - May 2009||1|
|Morgan Stanley & Co, Inc.||Tampa, FL||Mar 2007 - Nov 2007||< 1|
|Banc Of America Investment Services, Inc.||Tampa, FL||Jan 1998 - Feb 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1995|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
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)