Reagan AdjeiCRD Number: 6632321
Current Firm: Wells Fargo Clearing Services, LLC
Reagan Adjei (CRD# 6632321) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Urbandale, IA and has over 2 years of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Wells Fargo Clearing Services, LLC||Urbandale, IA||Oct 2018 - Current||3|
|Wells Fargo Bank, Na||Urbandale, IA||Jun 2013 - Current||8|
|Wells Fargo Advisors LLC||Urbandale, IA||Mar 2016 - Feb 2017||< 1|
|A+o Management Inc.||New York, NY||Feb 2005 - Mar 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2019|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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, WY
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