Marjorie AgostinoCRD Number: 1450476
Current Firm: Wells Fargo Advisors Financial Network, LLC
Marjorie Agostino (CRD# 1450476) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Tampa, FL and has over 8 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Wells Fargo Advisors Financial Network LLC||Tampa, FL||May 2009 - Current||8|
|Wachovia Securities Financial Network, LLC||Tampa, FL||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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