Fred WhiteCRD Number: 1092480
Current Firm: Wells Fargo Advisors, LLC
Fred White (CRD# 1092480) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Toledo, OH and has over 33 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors LLC||Toledo, OH||Sep 2010 - Current||6|
|Morgan Stanley Smith Barney||Toledo, OH||Jun 2009 - Sep 2010||1|
|Citigroup Global Markets Inc.||Toledo, OH||Jul 1993 - Sep 2010||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1996|
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