Alexander BattCRD Number: 2967019
Current Firm: Wells Fargo Advisors Financial Network, LLC
Alexander Batt (CRD# 2967019) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Vero Beach, FL and has over 16 years of experience in the finance industry.
Fidelity Personal And Workplace Advisors
Securities Research, Inc.
Ubs Financial Services Inc.
|Wells Fargo Advisors Financial Network, LLC||Vero Beach, FL||Jul 2019 - Current||3|
|Bank Of America, N.a.||Vero Beach, FL||Apr 2011 - Jul 2019||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Vero Beach, FL||Jun 2010 - Jul 2019||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management102,527MILLIONS
Total Number of Accounts222,705ACCOUNTS
Average Account Value$460,369
- 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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