Samantha Trudell, financial advisor Toledo OH
93 score

Samantha Trudell

CRD Number: 3116484
Current Firm: Wells Fargo Advisors, LLC

Samantha Trudell (CRD# 3116484) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Toledo, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Toledo, OH Jan 2015 - Current 1
Mary Kay Westland, MI May 2014 - Current 2
Raymond James And Associates Grosse Pointe Farms, MI Nov 2012 - Dec 2014 2
Comerica Securities, Inc. Bloomfield Hills, MI Jul 2011 - Nov 2012 1
Wells Fargo Advisors LLC Farmington Hills, MI Jan 2011 - Jul 2011 < 1
Wachovia Securities, LLC Farmington Hills, MI Jun 2009 - Nov 2010 1
Wachovia Securities, LLC Farmington Hills, MI Jun 2009 - Nov 2010 1
Wachovia Securities, LLC West Bloomfield, MI Nov 2007 - Jun 2009 1
Wachovia Securities, LLC West Bloomfield, MI Nov 2007 - Jun 2009 1
Wachovia Securities, LLC Toledo, OH Jun 2003 - Nov 2007 4
Wachovia Securities, LLC Toledo, OH Jun 2003 - Nov 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Samantha V. Trudell
Phone Number: 314-875-3000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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