Jeffery NeherCRD Number: 4609923
Current Firm: 1st Global Advisors Inc.
Jeffery Neher (CRD# 4609923) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Wenatchee, WA and has over 14 years of experience in the finance industry.
Cascade Wealth Advisors, Inc.
Stifel, Nicolaus & Company, Incorporated
|1st Global Insurance Services, Inc.||Wenatchee, WA||Mar 2004 - Current||13|
|1st Global Advisors, Inc.||Wenatchee, WA||Feb 2003 - Current||14|
|1st Global Capital Corp||Wenatchee, WA||Nov 2002 - Current||15|
|Cordell, Neher & Company, Pllc||Wenatchee, WA||Jan 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV