Charlene Tucker, financial advisor Vero Beach FL
93 score

Charlene Tucker

CRD Number: 1049208
Current Firm: Wells Fargo Advisors Financial Network, LLC

Charlene Tucker (CRD# 1049208) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Vero Beach, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Vero Beach, FL Mar 2011 - Current 5
Northern Trust Bank Vero Beach, FL Jan 2009 - Mar 2011 2
Northern Trust Securities, Inc. Vero Beach, FL Nov 1996 - Mar 2011 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Charlene P. Tucker
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
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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