Robert Schutz (CRD# 5680362) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
CRD# 4971818
Avid Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Bank, Na | Kernersville, NC | Aug 2021 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Kernersville, NC | Aug 2021 - Current | < 1 |
| First Horizon Bank | Kernersville, NC | Oct 2014 - Aug 2021 | 6 |
| Itt Technical Institute | High Point, NC | Sep 2013 - Oct 2014 | 1 |
| Unemployed | Kernersville, NC | Jun 2013 - Sep 2013 | < 1 |
| Bank Of America | North Wilkesboro, NC | Oct 2012 - Jun 2013 | < 1 |
| Newbridge Bank | Winston Salem, NC | Apr 2012 - Oct 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- NC
-
Total Assets Under Management647,796MILLIONS
-
Total Number of Accounts1,477,661ACCOUNTS
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Average Account Value$438,393
- 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, WY
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