Michael PhetheanCRD Number: 1108590
Current Firm: Wells Fargo Advisors, LLC
Michael Phethean (CRD# 1108590) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tampa, FL and has over 33 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Wells Fargo Advisors LLC||Dade City, FL||May 2009 - Current||7|
|Wachovia Securities, LLC||Zephyrhills, FL||Mar 2006 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
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)
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