Jean-paul Atallah (CRD# 5506492) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in West Hartford, CT and has over 7 years of experience in the finance industry.
CRD# 4837211
Barron Financial Group, LLP
Score
105
CRD# 5030137
Wealthshape LLC
Score
103
CRD# 1613589
Lpl Financial LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | West Hartford, CT | Jun 2014 - Current | 2 |
| Wells Fargo Advisors LLC | Hartford, CT | Apr 2012 - Jun 2014 | 2 |
| Td Bank | Southington, CT | Sep 2010 - Apr 2012 | 1 |
| Metlife | Wethersfield, CT | Sep 2009 - Sep 2010 | 1 |
| Unemployed | Wethersfield, CT | Jun 2009 - Jul 2009 | < 1 |
| Metropolitan Life Insurance | Wethersfield, CT | Mar 2009 - May 2009 | < 1 |
| University Of Ct | Storrs, CT | Aug 2005 - Mar 2009 | 3 |
| Ameriprise Financial | Norht Haven, CT | May 2008 - Aug 2008 | < 1 |
| Hillister Co | Waterbury, CT | May 2008 - Aug 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- CT
- TX
-
Total Assets Under Management38,415MILLIONS
-
Total Number of Accounts131,465ACCOUNTS
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Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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