Crystal Betterman, financial advisor West Palm Beach FL
90 score

Crystal Betterman

CRD Number: 6061412
Current Firm: Wells Fargo Advisors, LLC

Crystal Betterman (CRD# 6061412) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in West Palm Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Parker, CO Jul 2013 - Current 3
Wells Fargo Advisors, LLC Cherry Creek, CO Apr 2012 - Current 4
Wells Fargo Bank Greenwood Village, CO Nov 2008 - Mar 2012 3
Plattform Advertising Olathe, KS Dec 2007 - Nov 2008 < 1
Wells Fargo Bank Olathe, KS May 2007 - Dec 2007 < 1
Baker University Baldwin City, KS Aug 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Crystal L. Betterman
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
90
Clean Record
This advisor has a clean track record with regulators.

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